| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 12.831.488.012 $ | +1.712.563.292 $ | +94,9 % | 11.437.564.986 $ | -329.654.561 $ | +78,6 % | 11.620.046.582 $ | -3.523.901.436 $ | +893,7 % | 14.916.074.330 $ | +5.542.547.895 $ | +151,6 % | |
| JPMORGAN CHASE & CO | 4.657.925.082 $ | +474.936.999 $ | +11,4 % | 4.182.988.083 $ | -135.884.170 $ | -3,1 % | 4.318.872.253 $ | -4.711.884.143 $ | -52,2 % | 9.030.756.396 $ | +4.786.394.902 $ | +112,8 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17.174.816 $ | +15.648.929 $ | +1.025,6 % | 1.525.887 $ | -752.448.506 $ | -99,8 % | 753.974.393 $ | +752.539.333 $ | +52.439,6 % | 1.435.060 $ | -8.121.892 $ | -85,0 % |
| LPL Financial LLC | 583.124.772 $ | +64.246.687 $ | +12,4 % | 518.878.085 $ | +37.034.429 $ | +7,7 % | 481.843.656 $ | +20.393.282 $ | +4,4 % | 461.450.374 $ | +149.972.807 $ | +48,1 % |
| Aptus Capital Advisors, LLC | 547.555.609 $ | +72.970.963 $ | +15,4 % | 474.584.646 $ | +29.602.609 $ | +6,7 % | 444.982.037 $ | +57.340.251 $ | +14,8 % | 387.641.786 $ | +7.427.313 $ | +2,0 % |
| Integrated Wealth Concepts LLC | 358.978.115 $ | +131.681.043 $ | +57,9 % | 227.297.072 $ | +52.708.667 $ | +30,2 % | 174.588.405 $ | -42.267.985 $ | -19,5 % | 216.856.390 $ | +43.666.722 $ | +25,2 % |
| BANK OF AMERICA CORP /DE/ | 354.561.515 $ | +45.398.895 $ | +14,7 % | 309.162.620 $ | +31.352.243 $ | +11,3 % | 277.810.377 $ | -8.156.256 $ | -2,9 % | 285.966.633 $ | +29.602.974 $ | +11,5 % |
| ENVESTNET ASSET MANAGEMENT INC | 330.496.320 $ | +36.058.650 $ | +12,2 % | 294.437.670 $ | +73.823.668 $ | +33,5 % | 220.614.002 $ | -36.028.027 $ | -14,0 % | 256.642.029 $ | +57.520.780 $ | +28,9 % |
| FMR LLC | 307.308.759 $ | +40.061.100 $ | +15,0 % | 267.247.659 $ | +22.224.813 $ | +9,1 % | 245.022.846 $ | +42.059.373 $ | +20,7 % | 202.963.473 $ | +24.055.419 $ | +13,4 % |
| MORGAN STANLEY | 280.474.935 $ | +62.037.670 $ | +28,4 % | 218.437.265 $ | +23.011.512 $ | +11,8 % | 195.425.753 $ | -12.529.621 $ | -6,0 % | 207.955.374 $ | +24.893.035 $ | +13,6 % |
| RAYMOND JAMES FINANCIAL INC | 204.346.655 $ | +31.232.289 $ | +18,0 % | 173.114.366 $ | +22.862.085 $ | +15,2 % | 150.252.281 $ | +14.121.615 $ | +10,4 % | 136.130.666 $ | -19.965.390 $ | -12,8 % |
| EASTERN BANK | 189.189.054 $ | +35.221.703 $ | +22,9 % | 153.967.351 $ | +75.354.609 $ | +95,9 % | 78.612.742 $ | +3.707.619 $ | +4,9 % | 74.905.123 $ | +34.410.812 $ | +85,0 % |
| MML INVESTORS SERVICES, LLC | 166.015.539 $ | +34.457.978 $ | +26,2 % | 131.557.561 $ | -2.323.697 $ | -1,7 % | 133.881.258 $ | +22.514.063 $ | +20,2 % | 111.367.195 $ | +14.333.195 $ | +14,8 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 155.885.983 $ | +20.575.109 $ | +15,2 % | 135.310.874 $ | +12.766.179 $ | +10,4 % | 122.544.695 $ | +10.180.695 $ | +9,1 % | 112.364.000 $ | +12.018.000 $ | +12,0 % |
| CWM, LLC | 144.875.518 $ | +17.114.518 $ | +13,4 % | 127.761.000 $ | +16.373.000 $ | +14,7 % | 111.388.000 $ | +11.524.000 $ | +11,5 % | |||
| FACTORY MUTUAL INSURANCE CO | 137.851.514 $ | +11.280.128 $ | +8,9 % | 126.571.386 $ | +1.437.172 $ | +1,1 % | 125.134.214 $ | |||||
| Janney Montgomery Scott LLC | 130.333.000 $ | +17.547.000 $ | +15,6 % | 112.786.000 $ | -20.751.000 $ | -15,5 % | 133.537.000 $ | +5.813.000 $ | +4,6 % | 127.724.000 $ | +38.746.000 $ | +43,5 % |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 132.873.287 $ | +9.656.492 $ | +7,8 % | 123.216.795 $ | -743.643 $ | -0,6 % | 123.960.438 $ | -192.208 $ | -0,2 % | 124.152.646 $ | +10.665.357 $ | +9,4 % |
| Dynasty Wealth Management, LLC | 132.520.877 $ | +22.248.893 $ | +20,2 % | 110.271.984 $ | -10.774.341 $ | -8,9 % | 121.046.325 $ | +12.570.644 $ | +11,6 % | 108.475.681 $ | +33.653.920 $ | +45,0 % |
| Lido Advisors, LLC | 127.485.605 $ | +122.477.833 $ | +2.445,8 % | 5.007.772 $ | +2.983.199 $ | +147,3 % | 2.024.573 $ | +1.244.314 $ | +159,5 % | 780.259 $ | ||
| Bogart Wealth, LLC | 102.966.897 $ | +10.644.919 $ | +11,5 % | 92.321.978 $ | +2.158.304 $ | +2,4 % | 90.163.674 $ | -29.832.532 $ | -24,9 % | 119.996.206 $ | +5.250.830 $ | +4,6 % |
| Corient Private Wealth LP | 49.794.218 $ | -2.108.488 $ | -4,1 % | 51.902.706 $ | -67.791.312 $ | -56,6 % | 119.694.018 $ | +119.634.466 $ | +200.890,8 % | 59.552 $ | ||
| ASSETMARK, INC | 115.058.268 $ | +2.844.616 $ | +2,5 % | 112.213.652 $ | +621.758 $ | +0,6 % | 111.591.894 $ | -4.427.503 $ | -3,8 % | 116.019.397 $ | -4.610.520 $ | -3,8 % |
| Cetera Investment Advisers | 114.645.052 $ | +12.562.465 $ | +12,3 % | 102.082.587 $ | +4.611.457 $ | +4,7 % | 97.471.130 $ | +11.774.238 $ | +13,7 % | 85.696.892 $ | +21.135.630 $ | +32,7 % |
| ROYAL BANK OF CANADA | 106.792.000 $ | +13.444.000 $ | +14,4 % | 93.348.000 $ | +3.434.000 $ | +3,8 % | 89.914.000 $ | +1.476.000 $ | +1,7 % | 88.438.000 $ | -78.628.000 $ | -47,1 % |
| SAGESPRING WEALTH PARTNERS, LLC | 99.507.051 $ | +15.470.617 $ | +18,4 % | 84.036.434 $ | -19.759.191 $ | -19,0 % | 103.795.625 $ | +12.987.705 $ | +14,3 % | 90.807.920 $ | +8.292.316 $ | +10,0 % |
| Vestmark Advisory Solutions, Inc. | 101.732.083 $ | +8.364.183 $ | +9,0 % | 93.367.900 $ | -1.191.190 $ | -1,3 % | 94.559.090 $ | +11.152.375 $ | +13,4 % | 83.406.715 $ | +12.547.261 $ | +17,7 % |
| Cambridge Investment Research Advisors, Inc. | 93.678.000 $ | +52.405.000 $ | +127,0 % | 41.273.000 $ | +710.000 $ | +1,8 % | 40.563.000 $ | -61.000 $ | -0,2 % | 40.624.000 $ | +16.623.000 $ | +69,3 % |
| JANE STREET GROUP, LLC | 79.903.971 $ | +71.542.122 $ | +855,6 % | 8.361.849 $ | -24.927.436 $ | -74,9 % | 33.289.285 $ | +26.244.222 $ | +372,5 % | |||
| Invesco Ltd. | 75.725.820 $ | +6.196.500 $ | +8,9 % | 69.529.320 $ | +789.480 $ | +1,1 % | 68.739.840 $ | +1.230.120 $ | +1,8 % | 67.509.720 $ | +15.210.690 $ | +29,1 % |
| Conservest Capital Advisors, Inc. | 75.534.238 $ | +6.094.368 $ | +8,8 % | 69.439.870 $ | +3.778.872 $ | +5,8 % | 65.660.998 $ | +1.178.827 $ | +1,8 % | 64.482.171 $ | +3.041.196 $ | +4,9 % |
| Hughes Financial Services, LLC | 74.848.869 $ | +10.141.309 $ | +15,7 % | 64.707.560 $ | +3.109.999 $ | +5,0 % | 61.597.561 $ | +1.215.355 $ | +2,0 % | 60.382.206 $ | +5.435.479 $ | +9,9 % |
| OSAIC HOLDINGS, INC. | 72.352.056 $ | +18.679.043 $ | +34,8 % | 53.673.013 $ | +5.231.064 $ | +10,8 % | 48.441.949 $ | -11.384.983 $ | -19,0 % | 59.826.932 $ | +6.752.593 $ | +12,7 % |
| Private Advisor Group, LLC | 61.760.285 $ | -10.216.448 $ | -14,2 % | 71.976.733 $ | +2.152.594 $ | +3,1 % | 69.824.139 $ | +2.507.016 $ | +3,7 % | 67.317.123 $ | +13.579.512 $ | +25,3 % |
| GREAT VALLEY ADVISOR GROUP, INC. | 69.739.366 $ | +8.155.621 $ | +13,2 % | 61.583.745 $ | +1.132.578 $ | +1,9 % | 60.451.167 $ | +3.159.063 $ | +5,5 % | 57.292.104 $ | +7.381.988 $ | +14,8 % |
| Richard P Slaughter Associates Inc | 65.306.261 $ | +6.774.616 $ | +11,6 % | 58.531.645 $ | +2.046.067 $ | +3,6 % | 56.485.578 $ | +3.859.398 $ | +7,3 % | 52.626.180 $ | +1.191.252 $ | +2,3 % |
| New England Professional Planning Group Inc. | 62.849.878 $ | +3.945.182 $ | +6,7 % | 58.904.696 $ | +1.556.268 $ | +2,7 % | 57.348.428 $ | +2.958.901 $ | +5,4 % | 54.389.527 $ | -29.459 $ | -0,1 % |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 61.477.924 $ | +7.402.117 $ | +13,7 % | 54.075.807 $ | +6.970.574 $ | +14,8 % | 47.105.233 $ | +6.517.612 $ | +16,1 % | 40.587.621 $ | +6.199.545 $ | +18,0 % |
| JONES FINANCIAL COMPANIES LLLP | 58.949.937 $ | +13.629.296 $ | +30,1 % | 45.320.641 $ | +7.462.820 $ | +19,7 % | 37.857.821 $ | +11.824.073 $ | +45,4 % | 26.033.748 $ | +6.292.678 $ | +31,9 % |
| UBS Group AG | 49.588.528 $ | +809.808 $ | +1,7 % | 48.778.720 $ | +807.313 $ | +1,7 % | 47.971.407 $ | -10.053.187 $ | -17,3 % | 58.024.594 $ | +3.373.173 $ | +6,2 % |
| KFG WEALTH MANAGEMENT, LLC | 57.192.731 $ | +5.404.908 $ | +10,4 % | 51.787.823 $ | +2.964.072 $ | +6,1 % | 48.823.751 $ | +3.455.610 $ | +7,6 % | 45.368.141 $ | +4.568.407 $ | +11,2 % |
| EdgeRock Capital LLC | 57.104.826 $ | +7.841.207 $ | +15,9 % | 49.263.619 $ | +6.517.156 $ | +15,2 % | 42.746.463 $ | +2.326.052 $ | +5,8 % | 40.420.411 $ | +19.637.511 $ | +94,5 % |
| Diversified Enterprises, LLC | 54.592.379 $ | +4.524.185 $ | +9,0 % | 50.068.194 $ | +628.151 $ | +1,3 % | 49.440.043 $ | +1.111.636 $ | +2,3 % | 48.328.407 $ | +1.797.820 $ | +3,9 % |
| Pure Financial Advisors, LLC | 53.185.431 $ | +3.648.450 $ | +7,4 % | 49.536.981 $ | +14.802 $ | +0,0 % | 49.522.179 $ | +1.354.197 $ | +2,8 % | 48.167.982 $ | +323.411 $ | +0,7 % |
| AMERIPRISE FINANCIAL INC | 49.748.496 $ | +6.418.089 $ | +14,8 % | 43.330.407 $ | +18.003.087 $ | +71,1 % | 25.327.320 $ | +21.787.178 $ | +615,4 % | 3.540.142 $ | +3.276.241 $ | +1.241,5 % |
| DAYMARK WEALTH PARTNERS, LLC | 48.854.976 $ | +11.708.193 $ | +31,5 % | 37.146.783 $ | +3.099.162 $ | +9,1 % | 34.047.621 $ | +32.792.073 $ | +2.611,8 % | 1.255.548 $ | +34.412 $ | +2,8 % |
| WELLS FARGO & COMPANY/MN | 44.660.115 $ | +8.658.680 $ | +24,1 % | 36.001.435 $ | +13.194.234 $ | +57,9 % | 22.807.201 $ | +10.648.674 $ | +87,6 % | 12.158.527 $ | +8.310.448 $ | +216,0 % |
| Second Line Capital, LLC | 42.990.134 $ | +1.257.095 $ | +3,0 % | 41.733.039 $ | +3.621.461 $ | +9,5 % | 38.111.578 $ | +815.839 $ | +2,2 % | 37.295.739 $ | +1.087.039 $ | +3,0 % |
| HighPoint Advisor Group LLC | 33.560.209 $ | -8.517.926 $ | -20,2 % | 42.078.135 $ | +6.308.400 $ | +17,6 % | 35.769.735 $ | |||||
| First Financial Bank - Trust Division | 41.781.189 $ | +3.912.380 $ | +10,3 % | 37.868.809 $ | +2.957.896 $ | +8,5 % | 34.910.913 $ | +1.637.225 $ | +4,9 % | 33.273.688 $ | -1.317.847 $ | -3,8 % |
| CUTLER INVESTMENT COUNSEL LLC | 39.627.334 $ | +4.224.977 $ | +11,9 % | 35.402.357 $ | +566.343 $ | +1,6 % | 34.836.014 $ | +2.129.458 $ | +6,5 % | 32.706.556 $ | +3.005.298 $ | +10,1 % |
| Compass Ion Advisors, LLC | 39.608.828 $ | +2.227.633 $ | +6,0 % | 37.381.195 $ | -1.779.679 $ | -4,5 % | 39.160.874 $ | +2.306.616 $ | +6,3 % | 36.854.258 $ | +3.405.060 $ | +10,2 % |
| LEVEL FOUR ADVISORY SERVICES, LLC | 38.573.583 $ | +3.602.717 $ | +10,3 % | 34.970.866 $ | -3.295.592 $ | -8,6 % | 38.266.458 $ | +1.462.031 $ | +4,0 % | 36.804.427 $ | +4.947.839 $ | +15,5 % |
| GERBER, LLC | 38.254.817 $ | +3.197.805 $ | +9,1 % | 35.057.012 $ | +35.745 $ | +0,1 % | 35.021.267 $ | +11.375.334 $ | +48,1 % | 23.645.933 $ | +19.270.092 $ | +440,4 % |
| Signal Advisors Wealth, LLC | 38.047.741 $ | +6.703.425 $ | +21,4 % | 31.344.316 $ | +3.265.140 $ | +11,6 % | 28.079.176 $ | +3.449.991 $ | +14,0 % | 24.629.185 $ | +4.730.148 $ | +23,8 % |
| KELLY FINANCIAL GROUP LLC | 37.867.117 $ | +267.124 $ | +0,7 % | 37.599.993 $ | ||||||||
| SevenBridge Financial Group, LLC | 37.488.023 $ | +2.078.719 $ | +5,9 % | 35.409.304 $ | +3.018.319 $ | +9,3 % | 32.390.985 $ | +95.302 $ | +0,3 % | 32.295.683 $ | +9.534.071 $ | +41,9 % |
| Clarus Group, Inc. | 35.741.876 $ | +1.156.091 $ | +3,3 % | 34.585.785 $ | -1.416.140 $ | -3,9 % | 36.001.925 $ | -1.292.720 $ | -3,5 % | 37.294.645 $ | -204.399 $ | -0,5 % |
| Modern Wealth Management, LLC | 36.104.667 $ | +1.943.836 $ | +5,7 % | 34.160.831 $ | +7.242.034 $ | +26,9 % | 26.918.797 $ | |||||
| OLD MISSION CAPITAL LLC | 36.049.305 $ | +35.246.626 $ | +4.391,1 % | |||||||||
| WealthPlan Investment Management, LLC | 36.003.964 $ | +8.408.201 $ | +30,5 % | 27.595.763 $ | +12.160.030 $ | +78,8 % | 15.435.733 $ | +4.055.050 $ | +35,6 % | 11.380.683 $ | +8.999.131 $ | +377,9 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27.542.352 $ | +5.359.023 $ | +24,2 % | 22.183.329 $ | -13.158.990 $ | -37,2 % | 35.342.319 $ | +10.843.450 $ | +44,3 % | 24.498.869 $ | +5.879.624 $ | +31,6 % |
| Pallas Capital Advisors LLC | 34.729.744 $ | +4.943.316 $ | +16,6 % | 29.786.428 $ | -1.935.199 $ | -6,1 % | 31.721.627 $ | +4.022.029 $ | +14,5 % | 27.699.598 $ | +2.842.777 $ | +11,4 % |
| Francis Financial, Inc. | 32.679.285 $ | +3.081.414 $ | +10,4 % | 29.597.871 $ | +2.089.463 $ | +7,6 % | 27.508.408 $ | +1.838.200 $ | +7,2 % | 25.670.208 $ | +2.575.936 $ | +11,2 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 31.665.000 $ | +8.696.000 $ | +37,9 % | 22.969.000 $ | -3.684.000 $ | -13,8 % | 26.653.000 $ | +11.953.000 $ | +81,3 % | 14.700.000 $ | +2.247.000 $ | +18,0 % |
| Sanctuary Advisors, LLC | 31.577.915 $ | +13.751.629 $ | +77,1 % | 17.826.286 $ | +11.275.026 $ | +172,1 % | 6.551.260 $ | -5.533.541 $ | -45,8 % | 12.084.801 $ | +6.203.954 $ | +105,5 % |
| Brookstone Capital Management | 31.274.880 $ | +1.254.335 $ | +4,2 % | 30.020.545 $ | -666.942 $ | -2,2 % | 30.687.487 $ | -154.312 $ | -0,5 % | 30.841.799 $ | +145.026 $ | +0,5 % |
| First Heartland Consultants, Inc. | 31.215.563 $ | +4.212.373 $ | +15,6 % | 27.003.190 $ | -469.320 $ | -1,7 % | 27.472.510 $ | +1.455.639 $ | +5,6 % | 26.016.871 $ | +1.085.518 $ | +4,4 % |
| National Philanthropic Trust | 29.047.285 $ | -2.067.464 $ | -6,6 % | 31.114.749 $ | +3.669.507 $ | +13,4 % | 27.445.242 $ | +4.522.310 $ | +19,7 % | 22.922.932 $ | -111.641 $ | -0,5 % |
| Madison Asset Management, LLC | 30.619.876 $ | +5.227.208 $ | +20,6 % | 25.392.668 $ | +2.142.728 $ | +9,2 % | 23.249.940 $ | +389.149 $ | +1,7 % | 22.860.791 $ | ||
| GRIMES & Co WEALTH MANAGEMENT, LLC | 30.127.720 $ | +6.792.353 $ | +29,1 % | 23.335.367 $ | +4.567.155 $ | +24,3 % | 18.768.212 $ | +4.838.977 $ | +34,7 % | 13.929.235 $ | +4.374.994 $ | +45,8 % |
| BROGAN FINANCIAL, INC. | 29.276.236 $ | +1.766.038 $ | +6,4 % | 27.510.198 $ | -632.810 $ | -2,2 % | 28.143.008 $ | -724.091 $ | -2,5 % | 28.867.099 $ | +114.427 $ | +0,4 % |
| Kendall Capital Management | 28.852.280 $ | +3.498.997 $ | +13,8 % | 25.353.283 $ | +993.696 $ | +4,1 % | 24.359.587 $ | +2.055.787 $ | +9,2 % | 22.303.800 $ | +4.937.691 $ | +28,4 % |
| Rockefeller Capital Management L.P. | 28.509.867 $ | +3.061.070 $ | +12,0 % | 25.448.797 $ | +26.808 $ | +0,1 % | 25.421.989 $ | +1.663.279 $ | +7,0 % | 23.758.710 $ | -21.335.086 $ | -47,3 % |
| Elk River Wealth Management LLC | 26.589.332 $ | -1.565.300 $ | -5,6 % | 28.154.632 $ | +660.718 $ | +2,4 % | 27.493.914 $ | +142.697 $ | +0,5 % | 27.351.217 $ | +1.299.506 $ | +5,0 % |
| SAX WEALTH ADVISORS, LLC | 26.636.484 $ | +2.419.568 $ | +10,0 % | 24.216.916 $ | -207.595 $ | -0,8 % | 24.424.511 $ | +3.025.632 $ | +14,1 % | 21.398.879 $ | +6.250.928 $ | +41,3 % |
| CITADEL ADVISORS LLC | 17.097.739 $ | -9.110.208 $ | -34,8 % | 26.207.947 $ | +24.081.457 $ | +1.132,5 % | 2.126.490 $ | -4.433.686 $ | -67,6 % | 6.560.176 $ | +5.895.575 $ | +887,1 % |
| Advisory Services Network, LLC | 26.027.362 $ | +2.002.676 $ | +8,3 % | 24.024.686 $ | +1.052.476 $ | +4,6 % | 22.972.210 $ | +733.867 $ | +3,3 % | 22.238.343 $ | +3.276.107 $ | +17,3 % |
| Bluespring Wealth Management, LLC | 25.517.209 $ | |||||||||||
| Choice Wealth Advisors LLC | 25.212.837 $ | +2.281.477 $ | +9,9 % | 22.931.360 $ | +413.806 $ | +1,8 % | 22.517.554 $ | +413.497 $ | +1,9 % | 22.104.057 $ | +789.797 $ | +3,7 % |
| VESTOR CAPITAL, LLC | 4.501.000 $ | -20.230.000 $ | -81,8 % | 24.731.000 $ | +4.775.000 $ | +23,9 % | 19.956.000 $ | -469.000 $ | -2,3 % | 20.425.000 $ | +20.170.000 $ | +7.909,8 % |
| Capital Planning Advisors, LLC | 24.641.630 $ | +804.106 $ | +3,4 % | 23.837.524 $ | +1.310.531 $ | +5,8 % | 22.526.993 $ | +2.740.550 $ | +13,9 % | |||
| Sunburst Financial Group, LLC | 23.990.607 $ | +2.885.600 $ | +13,7 % | 21.105.007 $ | -316.093 $ | -1,5 % | 21.421.100 $ | +1.862.166 $ | +9,5 % | 19.558.934 $ | +4.334.033 $ | +28,5 % |
| Tradition Wealth Management, LLC | 23.963.506 $ | +2.983.087 $ | +14,2 % | 20.980.419 $ | +1.855.782 $ | +9,7 % | 19.124.637 $ | +1.862.146 $ | +10,8 % | 17.262.491 $ | +2.062.815 $ | +13,6 % |
| Prime Capital Investment Advisors, LLC | 23.869.096 $ | +6.988.144 $ | +41,4 % | 16.880.952 $ | +1.406.459 $ | +9,1 % | 15.474.493 $ | +673.265 $ | +4,5 % | 14.801.228 $ | +4.079.312 $ | +38,0 % |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 23.677.600 $ | +1.937.493 $ | +8,9 % | 21.740.107 $ | ||||||||
| Leo Wealth, LLC | 19.945.685 $ | -3.556.697 $ | -15,1 % | 23.502.382 $ | +9.237.868 $ | +64,8 % | 14.264.514 $ | -6.337.812 $ | -30,8 % | |||
| 6th Street Advisors, LLC | 21.769.927 $ | +1.108.560 $ | +5,4 % | 20.661.367 $ | ||||||||
| Badgley Phelps Wealth Managers, LLC | 21.598.627 $ | +2.126.988 $ | +10,9 % | 19.471.639 $ | +342.249 $ | +1,8 % | 19.129.390 $ | -988.213 $ | -4,9 % | 20.117.603 $ | +1.432.199 $ | +7,7 % |
| Waterloo Capital, L.P. | 21.395.402 $ | +1.772.217 $ | +9,0 % | 19.623.185 $ | +280.245 $ | +1,4 % | 19.342.940 $ | -1.010.443 $ | -5,0 % | 20.353.383 $ | +329.829 $ | +1,6 % |
| Family Investment Center, Inc. | 20.628.155 $ | -160.561 $ | -0,8 % | 20.788.716 $ | -298.894 $ | -1,4 % | 21.087.610 $ | -236.667 $ | -1,1 % | 21.324.277 $ | -650.545 $ | -3,0 % |
| EP Wealth Advisors, LLC | 21.099.754 $ | +1.378.149 $ | +7,0 % | 19.721.605 $ | -11.962 $ | -0,1 % | 19.733.567 $ | +2.081.186 $ | +11,8 % | |||
| Park Place Capital Corp | 20.690.948 $ | +1.977.640 $ | +10,6 % | 18.713.308 $ | +1.279.843 $ | +7,3 % | 17.433.465 $ | +1.231.997 $ | +7,6 % | |||
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 12.881.114 $ | +1.761.221 $ | +15,8 % | 11.119.893 $ | -9.285.303 $ | -45,5 % | 20.405.196 $ | +11.112.976 $ | +119,6 % | 9.292.220 $ | +878.375 $ | +10,4 % |
| Equitable Holdings, Inc. | 19.129.838 $ | +852.528 $ | +4,7 % | 18.277.310 $ | +3.190.811 $ | +21,2 % | 15.086.499 $ | +3.103.998 $ | +25,9 % | 11.982.501 $ | +3.548.841 $ | +42,1 % |
| STIFEL FINANCIAL CORP | 19.078.104 $ | +2.814.781 $ | +17,3 % | 16.263.323 $ | +1.695.381 $ | +11,6 % | 14.567.942 $ | +3.397.810 $ | +30,4 % | 11.170.132 $ | +6.228.510 $ | +126,0 % |
| Mascoma Wealth Management LLC | 18.688.282 $ | +2.481.482 $ | +15,3 % | 16.206.800 $ | +2.981.471 $ | +22,5 % | 13.225.329 $ | +588.602 $ | +4,7 % | 12.636.727 $ | +1.020.207 $ | +8,8 % |
| Navigation Group, LLC | 18.393.770 $ | +1.701.623 $ | +10,2 % | 16.692.147 $ | ||||||||
| Bienville Capital Management, LLC | 11.090.848 $ | -5.980.472 $ | -35,0 % | 17.071.320 $ | +381.891 $ | +2,3 % | 16.689.429 $ | +1.239.374 $ | +8,0 % | 15.450.055 $ | +338.047 $ | +2,2 % |
| UNIQUE WEALTH, LLC | 15.560.137 $ | +4.738.238 $ | +43,8 % | 10.821.899 $ | +3.646.905 $ | +50,8 % | 7.174.994 $ | +826.727 $ | +13,0 % | 6.348.267 $ | +1.284.249 $ | +25,4 % |
| SILVER OAK SECURITIES, INCORPORATED | 14.162.923 $ | +831.216 $ | +6,2 % | 13.331.707 $ | +235.070 $ | +1,8 % | 13.096.637 $ | +317.649 $ | +2,5 % | 12.778.988 $ | +840.174 $ | +7,0 % |
| Uniting Wealth Partners, LLC | 4.140.058 $ | -7.521.143 $ | -64,5 % | 11.661.201 $ | -2.151.657 $ | -15,6 % | 13.812.858 $ | +8.493.573 $ | +159,7 % | |||
| TrueWealth Advisors, LLC | 13.594.783 $ | +778.196 $ | +6,1 % | 12.816.587 $ | +667.133 $ | +5,5 % | 12.149.454 $ | +548.584 $ | +4,7 % | 11.600.870 $ | -104.193 $ | -0,9 % |
| Bryant Woods Investment Advisors, LLC | 13.538.545 $ | +2.115.443 $ | +18,5 % | 11.423.102 $ | +1.804.433 $ | +18,8 % | 9.618.669 $ | +1.164.973 $ | +13,8 % | 8.453.696 $ | +1.225.949 $ | +17,0 % |
| PARK AVENUE SECURITIES LLC | 13.243.000 $ | +28.000 $ | +0,2 % | 13.215.000 $ | +264.000 $ | +2,0 % | 12.951.000 $ | +792.000 $ | +6,5 % | 12.159.000 $ | +5.862.000 $ | +93,1 % |
| Wealthcare Advisory Partners LLC | 11.477.749 $ | -44.348 $ | -0,4 % | 11.522.097 $ | -1.525.802 $ | -11,7 % | 13.047.899 $ | +578.595 $ | +4,6 % | 12.469.304 $ | +1.192.354 $ | +10,6 % |
| Wealth Advisory Team LLC | 12.338.217 $ | +577.134 $ | +4,9 % | 11.761.083 $ | +345.979 $ | +3,0 % | ||||||
| Purewater Capital LLC | 12.083.292 $ | +2.986.309 $ | +32,8 % | 9.096.983 $ | ||||||||
| ForthRight Wealth Management, LLC | 11.523.329 $ | +2.312.387 $ | +25,1 % | 9.210.942 $ | +1.024.101 $ | +12,5 % | 8.186.841 $ | +1.304.821 $ | +19,0 % | 6.882.020 $ | +1.296.922 $ | +23,2 % |
| GREENWOOD CAPITAL ASSOCIATES LLC | 11.470.413 $ | +1.592.617 $ | +16,1 % | 9.877.796 $ | +280.938 $ | +2,9 % | 9.596.858 $ | +2.260.569 $ | +30,8 % | 7.336.289 $ | +1.492.739 $ | +25,5 % |
| FULTON BANK, N.A. | 11.364.069 $ | +5.040.310 $ | +79,7 % | 6.323.759 $ | ||||||||
| US BANCORP \DE\ | 11.342.136 $ | +2.096.675 $ | +22,7 % | 9.245.461 $ | +246.307 $ | +2,7 % | 8.999.154 $ | -57.930 $ | -0,6 % | 9.057.084 $ | +382.415 $ | +4,4 % |
| Galvin, Gaustad & Stein, LLC | 11.228.182 $ | +1.529.927 $ | +15,8 % | 9.698.255 $ | +3.431.647 $ | +54,8 % | 6.266.608 $ | +439.911 $ | +7,5 % | 5.826.697 $ | +2.368.403 $ | +68,5 % |
| Brookwood Investment Group LLC | 11.015.413 $ | |||||||||||
| Providence Financial Advisors, LLC | 10.871.436 $ | +1.770.365 $ | +19,5 % | 9.101.071 $ | +731.208 $ | +8,7 % | 8.369.863 $ | +200.012 $ | +2,4 % | 8.169.851 $ | ||
| TRUIST FINANCIAL CORP | 10.864.435 $ | +1.321.222 $ | +13,8 % | 9.543.213 $ | +2.555.341 $ | +36,6 % | 6.987.872 $ | -596.609 $ | -7,9 % | 7.584.481 $ | +583.573 $ | +8,3 % |
| Aspire Capital Advisors LLC | 466.216 $ | -2.396.213 $ | -83,7 % | 2.862.429 $ | -7.935.992 $ | -73,5 % | 10.798.421 $ | +596.250 $ | +5,8 % | 10.202.171 $ | +731.530 $ | +7,7 % |
| Perigon Wealth Management, LLC | 10.729.127 $ | +1.563.316 $ | +17,1 % | 9.165.811 $ | ||||||||
| Pandora Wealth, Inc. | 10.626.940 $ | -31.886 $ | -0,3 % | 10.658.826 $ | +2.712.101 $ | +34,1 % | ||||||
| SIMA Wealth Partners, LLC | 10.538.681 $ | +688.007 $ | +7,0 % | 9.850.674 $ | +156.479 $ | +1,6 % | 9.694.195 $ | +310.564 $ | +3,3 % | 9.383.631 $ | +595.128 $ | +6,8 % |
| Pine Valley Investments Ltd Liability Co | 3.960.451 $ | -357.621 $ | -8,3 % | 4.318.072 $ | -5.722.986 $ | -57,0 % | 10.041.058 $ | -429.205 $ | -4,1 % | 10.470.263 $ | +749.222 $ | +7,7 % |
| MN Wealth Advisors, LLC | 10.147.293 $ | +1.631.168 $ | +19,2 % | 8.516.125 $ | +639.368 $ | +8,1 % | 7.876.757 $ | -70.618 $ | -0,9 % | 7.947.375 $ | +487.710 $ | +6,5 % |
| KINTRA WEALTH, LLC | 10.015.705 $ | |||||||||||
| NATIONAL BANK OF CANADA /FI/ | 9.891.644 $ | +6.552.928 $ | +196,3 % | 3.338.716 $ | ||||||||
| GOLDMAN SACHS GROUP INC | 9.790.712 $ | +5.860.131 $ | +149,1 % | 3.930.581 $ | ||||||||
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 9.747.738 $ | |||||||||||
| First National Bank of Mount Dora, Trust Investment Services | 9.574.696 $ | +1.189.901 $ | +14,2 % | 8.384.795 $ | ||||||||
| Wagner Wealth Management, LLC | 9.417.453 $ | +895.341 $ | +10,5 % | 8.522.112 $ | +344.929 $ | +4,2 % | 8.177.183 $ | +428.085 $ | +5,5 % | 7.749.098 $ | +430.941 $ | +5,9 % |
| Cushing Capital Partners, LLC | 9.345.817 $ | +1.102.163 $ | +13,4 % | 8.243.654 $ | +61.891 $ | +0,8 % | 8.181.763 $ | +52.411 $ | +0,6 % | 8.129.352 $ | +463.282 $ | +6,0 % |
| United Advisor Group, LLC | 9.138.677 $ | +818.150 $ | +9,8 % | 8.320.527 $ | +170.281 $ | +2,1 % | 8.150.246 $ | +96.716 $ | +1,2 % | 8.053.530 $ | +784.798 $ | +10,8 % |
| ARQ WEALTH ADVISORS, LLC | 8.891.405 $ | +4.001.857 $ | +81,8 % | 4.889.548 $ | +321.268 $ | +7,0 % | 4.568.280 $ | +861.275 $ | +23,2 % | 3.707.005 $ | +200.302 $ | +5,7 % |
| Arkadios Wealth Advisors | 254.932 $ | -8.371.979 $ | -97,0 % | 8.626.911 $ | +8.409.331 $ | +3.864,9 % | 217.580 $ | |||||
| Lord & Richards Wealth Management, LLC | 8.581.606 $ | +739.689 $ | +9,4 % | 7.841.917 $ | -240.280 $ | -3,0 % | 8.082.197 $ | +236.022 $ | +3,0 % | 7.846.175 $ | +319.573 $ | +4,2 % |
| Base Wealth Management LLC | 8.372.407 $ | +1.042.933 $ | +14,2 % | 7.329.474 $ | +356.809 $ | +5,1 % | 6.972.665 $ | +793.614 $ | +12,8 % | 6.179.051 $ | +880.218 $ | +16,6 % |
| MBE Wealth Management, LLC | 8.334.695 $ | +348.662 $ | +4,4 % | 7.986.033 $ | -123.584 $ | -1,5 % | 8.109.617 $ | +363.605 $ | +4,7 % | 7.746.012 $ | -1.286.033 $ | -14,2 % |
| Etesian Wealth Advisors, Inc. | 8.290.987 $ | +719.411 $ | +9,5 % | 7.571.576 $ | +238.503 $ | +3,3 % | 7.333.073 $ | +712.929 $ | +10,8 % | 6.620.144 $ | +1.069.582 $ | +19,3 % |
| FIFTH THIRD BANCORP | 8.164.061 $ | +1.320.278 $ | +19,3 % | 6.843.783 $ | +1.472.237 $ | +27,4 % | 5.371.546 $ | -108.509 $ | -2,0 % | 5.480.055 $ | +540.898 $ | +11,0 % |
| Kingsview Wealth Management, LLC | 4.294.825 $ | +1.108.231 $ | +34,8 % | 3.186.594 $ | +427.131 $ | +15,5 % | 2.759.463 $ | -5.163.727 $ | -65,2 % | 7.923.190 $ | +2.462.091 $ | +45,1 % |
| Independent Advisor Alliance | 3.335.521 $ | -4.319.559 $ | -56,4 % | 7.655.080 $ | +4.853.447 $ | +173,2 % | 2.801.633 $ | +1.979.981 $ | +241,0 % | 821.652 $ | +290.942 $ | +54,8 % |
| Investors Portfolio Services LLC | 7.642.490 $ | +1.677.955 $ | +28,1 % | 5.964.535 $ | +611.150 $ | +11,4 % | 5.353.385 $ | |||||
| TWO SIGMA INVESTMENTS, LP | 7.497.085 $ | +5.463.805 $ | +268,7 % | 2.033.280 $ | ||||||||
| Centerline Wealth Advisors, LLC | 7.479.549 $ | +756.336 $ | +11,2 % | 6.723.213 $ | -237.183 $ | -3,4 % | 6.960.396 $ | +143.973 $ | +2,1 % | 6.816.423 $ | +3.765.316 $ | +123,4 % |
| INTEGRITY WEALTH ADVISORS, INC. | 7.369.969 $ | +3.600.845 $ | +95,5 % | |||||||||
| Atria Investments, Inc | 7.219.751 $ | +806.518 $ | +12,6 % | 6.413.233 $ | +124.067 $ | +2,0 % | 6.289.166 $ | +1.711.398 $ | +37,4 % | 4.577.768 $ | +1.982.858 $ | +76,4 % |
| Kaizen Financial Strategies | 6.691.634 $ | -378.790 $ | -5,4 % | 7.070.424 $ | +1.131.699 $ | +19,1 % | 5.938.725 $ | +355.253 $ | +6,4 % | 5.583.472 $ | +884.273 $ | +18,8 % |
| CASTLE WEALTH MANAGEMENT LLC | 7.028.911 $ | +562.649 $ | +8,7 % | 6.466.262 $ | +220.775 $ | +3,5 % | 6.245.487 $ | -196.898 $ | -3,1 % | 6.442.385 $ | +172.946 $ | +2,8 % |
| Financial Guidance Group, Inc. | 6.931.730 $ | +126.448 $ | +1,9 % | 6.805.282 $ | +6.306 $ | +0,1 % | 6.798.976 $ | +1.313.802 $ | +24,0 % | 5.485.174 $ | +700.680 $ | +14,6 % |
| AXXCESS WEALTH MANAGEMENT, LLC | 6.880.516 $ | +1.506.967 $ | +28,0 % | 5.373.549 $ | +4.403.381 $ | +453,9 % | 970.168 $ | +130.341 $ | +15,5 % | 839.827 $ | +412.589 $ | +96,6 % |
| OpenArc Corporate Advisory, LLC | 6.838.079 $ | +1.958.906 $ | +40,1 % | 4.879.173 $ | +1.577.339 $ | +47,8 % | 3.301.834 $ | |||||
| Joseph Group Capital Management | 6.673.176 $ | +640.932 $ | +10,6 % | 6.032.244 $ | +303.029 $ | +5,3 % | 5.729.215 $ | +123.097 $ | +2,2 % | 5.606.118 $ | +150.900 $ | +2,8 % |
| MAGNOLIA CAPITAL ADVISORS LLC | 6.536.095 $ | +1.061.305 $ | +19,4 % | 5.474.790 $ | ||||||||
| Merited Wealth, LLC | 6.503.182 $ | +3.722.842 $ | +133,9 % | 2.780.340 $ | +1.673.538 $ | +151,2 % | 1.106.802 $ | |||||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6.308.161 $ | +155.874 $ | +2,5 % | 6.152.287 $ | -116.984 $ | -1,9 % | 6.269.271 $ | -98.139 $ | -1,5 % | 6.367.410 $ | -4.428.669 $ | -41,0 % |
| U.S. Capital Wealth Advisors, LLC | 4.710.590 $ | +420.849 $ | +9,8 % | 4.289.741 $ | -1.997.005 $ | -31,8 % | 6.286.746 $ | -2.845.871 $ | -31,2 % | |||
| Ascent Group, LLC | 6.247.216 $ | +226.644 $ | +3,8 % | 6.020.572 $ | +4.316.753 $ | +253,4 % | 1.703.819 $ | -49.521 $ | -2,8 % | 1.753.340 $ | +797.945 $ | +83,5 % |
| MARIPAU WEALTH MANAGEMENT LLC | 6.117.081 $ | +568.369 $ | +10,2 % | 5.548.712 $ | -113.847 $ | -2,0 % | 5.662.559 $ | +579.513 $ | +11,4 % | 5.083.046 $ | -72.475 $ | -1,4 % |
| SACKS & ASSOCIATES, LLC | 6.050.345 $ | +624.714 $ | +11,5 % | 5.425.631 $ | +148.617 $ | +2,8 % | 5.277.014 $ | |||||
| CreativeOne Wealth, LLC | 5.953.761 $ | +651.760 $ | +12,3 % | 5.302.001 $ | -133.586 $ | -2,5 % | 5.435.587 $ | +1.905.783 $ | +54,0 % | 3.529.804 $ | +1.410.357 $ | +66,5 % |
| Cooper Financial Group | 5.927.900 $ | +3.105.218 $ | +110,0 % | 2.822.682 $ | +161.368 $ | +6,1 % | 2.661.314 $ | +1.399.368 $ | +110,9 % | 1.261.946 $ | +634.641 $ | +101,2 % |
| BridgePort Financial Solutions, LLC | 5.870.228 $ | +602.196 $ | +11,4 % | 5.268.032 $ | +16.982 $ | +0,3 % | 5.251.050 $ | +287.242 $ | +5,8 % | |||
| Tailwinds Wealth, LLC | 5.854.729 $ | +4.418.445 $ | +307,6 % | 1.436.284 $ | ||||||||
| Financial Connections Group, Inc. | 5.606.000 $ | -185.000 $ | -3,2 % | 5.791.000 $ | -13.000 $ | -0,2 % | 5.804.000 $ | +133.000 $ | +2,3 % | |||
| Capital Investment Advisory Services, LLC | 5.747.215 $ | +5.540.275 $ | +2.677,2 % | 206.940 $ | +33.443 $ | +19,3 % | 173.497 $ | +2.443 $ | +1,4 % | 171.054 $ | -44.228 $ | -20,5 % |
| Garden State Investment Advisory Services LLC | 2.273.659 $ | -3.345.494 $ | -59,5 % | 5.619.153 $ | +245.452 $ | +4,6 % | 5.373.701 $ | +834.963 $ | +18,4 % | 4.538.738 $ | +250.162 $ | +5,8 % |
| Apella Capital, LLC | 5.422.297 $ | -190.314 $ | -3,4 % | 5.612.611 $ | ||||||||
| BELLEVUE ASSET MANAGEMENT, LLC | 5.496.705 $ | +442.211 $ | +8,7 % | 5.054.494 $ | -532.057 $ | -9,5 % | 5.586.551 $ | +294.376 $ | +5,6 % | 5.292.175 $ | +984.815 $ | +22,9 % |
| SWS Partners | 5.482.218 $ | +258.549 $ | +4,9 % | 5.223.669 $ | +695.927 $ | +15,4 % | 4.527.742 $ | +128.423 $ | +2,9 % | 4.399.319 $ | +397.290 $ | +9,9 % |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 5.287.071 $ | +498.563 $ | +10,4 % | 4.788.508 $ | +63.005 $ | +1,3 % | 4.725.503 $ | +94.949 $ | +2,1 % | 4.630.554 $ | +613.210 $ | +15,3 % |
| Kestra Advisory Services, LLC | 5.109.525 $ | +683.564 $ | +15,4 % | 4.425.961 $ | +1.170.914 $ | +36,0 % | 3.255.047 $ | +483.659 $ | +17,5 % | 2.771.388 $ | -637.874 $ | -18,7 % |
| WealthPLAN Partners, LLC | 5.102.997 $ | +2.735.365 $ | +115,5 % | 2.367.632 $ | +1.852.682 $ | +359,8 % | 514.950 $ | |||||
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 5.049.104 $ | +437.276 $ | +9,5 % | 4.611.828 $ | +8.257 $ | +0,2 % | 4.603.571 $ | +75.704 $ | +1,7 % | 4.527.867 $ | +224.138 $ | +5,2 % |
| Hopwood Nicholas Hunter | 5.048.515 $ | +658.432 $ | +15,0 % | 4.390.083 $ | +237.195 $ | +5,7 % | 4.152.888 $ | |||||
| Gotham Asset Management, LLC | 4.260.270 $ | -635.730 $ | -13,0 % | 4.896.000 $ | -139.400 $ | -2,8 % | 5.035.400 $ | |||||
| Cyndeo Wealth Partners, LLC | 4.949.703 $ | +694.500 $ | +16,3 % | 4.255.203 $ | +410.621 $ | +10,7 % | 3.844.582 $ | +2.489.387 $ | +183,7 % | 1.355.195 $ | +165.127 $ | +13,9 % |
| Savvy Advisors, Inc. | 1.400.371 $ | -404.810 $ | -22,4 % | 1.805.181 $ | -3.104.177 $ | -63,2 % | 4.909.358 $ | |||||
| SCOTIA CAPITAL INC. | 4.861.479 $ | +517.262 $ | +11,9 % | 4.344.217 $ | +1.103.116 $ | +34,0 % | 3.241.101 $ | +282.732 $ | +9,6 % | 2.958.369 $ | ||
| IHT Wealth Management, LLC | 4.788.972 $ | +331.448 $ | +7,4 % | 4.457.524 $ | +581.920 $ | +15,0 % | 3.875.604 $ | +48.502 $ | +1,3 % | 3.827.102 $ | +320.934 $ | +9,2 % |
| Arax Advisory Partners | 4.733.211 $ | +4.703.975 $ | +16.089,7 % | 29.236 $ | +21.734 $ | +289,7 % | ||||||
| NewEdge Advisors, LLC | 4.432.060 $ | -275.581 $ | -5,9 % | 4.707.641 $ | +2.045.071 $ | +76,8 % | 2.662.570 $ | +1.193.519 $ | +81,2 % | 1.469.051 $ | +435.600 $ | +42,2 % |
| TBH Global Asset Management, LLC | 2.689.868 $ | +214.858 $ | +8,7 % | 2.475.010 $ | -2.049.967 $ | -45,3 % | 4.524.977 $ | |||||
| Aprio Wealth Management, LLC | 4.486.301 $ | +3.886.440 $ | +647,9 % | 599.861 $ | ||||||||
| Mendel Money Management | 4.445.769 $ | +896.422 $ | +25,3 % | 3.549.347 $ | +948.784 $ | +36,5 % | 2.600.563 $ | +887.080 $ | +51,8 % | 1.713.483 $ | ||
| Storen Legacy Partners, LLC | 4.414.040 $ | +498.964 $ | +12,7 % | 3.915.076 $ | ||||||||
| MCDONALD PARTNERS LLC | 4.361.846 $ | +2.481.391 $ | +132,0 % | 1.880.455 $ | +1.500.157 $ | +394,5 % | 380.298 $ | |||||
| Legacy Edge Advisors, LLC | 4.151.392 $ | +674.320 $ | +19,4 % | 3.477.072 $ | +568.358 $ | +19,5 % | 2.908.714 $ | +2.682.108 $ | +1.183,6 % | |||
| CAPTRUST FINANCIAL ADVISORS | 4.149.576 $ | +236.446 $ | +6,0 % | 3.913.130 $ | -190.096 $ | -4,6 % | 4.103.226 $ | +136.509 $ | +3,4 % | 3.966.717 $ | -363.034 $ | -8,4 % |
| Ignite Planners, LLC | 3.985.422 $ | +493.354 $ | +14,1 % | 3.492.068 $ | +993.778 $ | +39,8 % | 2.498.290 $ | +447.406 $ | +21,8 % | 2.050.884 $ | +131.895 $ | +6,9 % |
| NATIXIS ADVISORS, LLC | 3.971.000 $ | +968.000 $ | +32,2 % | 3.003.000 $ | +1.194.000 $ | +66,0 % | 1.809.000 $ | |||||
| Code Waechter LLC | 3.965.430 $ | +519.910 $ | +15,1 % | 3.445.520 $ | +40.166 $ | +1,2 % | 3.405.354 $ | -248.059 $ | -6,8 % | 3.653.413 $ | -19.099 $ | -0,5 % |
| Renasant Bank | 3.556.462 $ | +267.679 $ | +8,1 % | 3.288.783 $ | +5.309 $ | +0,2 % | 3.283.474 $ | -587.098 $ | -15,2 % | 3.870.572 $ | +41.858 $ | +1,1 % |
| Regal Investment Advisors LLC | 3.829.845 $ | +204.547 $ | +5,6 % | 3.625.298 $ | +31.359 $ | +0,9 % | 3.593.939 $ | +2.457.287 $ | +216,2 % | 1.136.652 $ | ||
| HBW ADVISORY SERVICES LLC | 3.010.954 $ | -770.402 $ | -20,4 % | 3.781.356 $ | +369.733 $ | +10,8 % | 3.411.623 $ | +1.291.432 $ | +60,9 % | 2.120.191 $ | -729.303 $ | -25,6 % |
| Golden State Wealth Management, LLC | 3.649.683 $ | +2.199.211 $ | +151,6 % | 1.450.472 $ | +112.275 $ | +8,4 % | 1.338.197 $ | +553.505 $ | +70,5 % | 784.692 $ | +258.219 $ | +49,0 % |
| NewEdge Wealth, LLC | 3.571.257 $ | -475 $ | -0,0 % | 3.571.732 $ | ||||||||
| MGO ONE SEVEN LLC | 2.696.752 $ | +384.436 $ | +16,6 % | 2.312.316 $ | -1.146.757 $ | -33,2 % | 3.459.073 $ | +2.892.447 $ | +510,5 % | 566.626 $ | +242.785 $ | +75,0 % |
| Global Retirement Partners, LLC | 3.374.538 $ | +327.759 $ | +10,8 % | 3.046.779 $ | -9.037 $ | -0,3 % | 3.055.816 $ | +531.964 $ | +21,1 % | |||
| Second Half Financial Partners, LLC | 3.362.801 $ | +128.377 $ | +4,0 % | 3.234.424 $ | +131.763 $ | +4,2 % | 3.102.661 $ | +14.910 $ | +0,5 % | 3.087.751 $ | -83.306 $ | -2,6 % |
| JUNCTURE WEALTH STRATEGIES, LLC | 3.299.930 $ | |||||||||||
| WBH ADVISORY INC | 3.123.472 $ | +429.199 $ | +15,9 % | 2.694.273 $ | +181.461 $ | +7,2 % | 2.512.812 $ | +416.701 $ | +19,9 % | 2.096.111 $ | +356.301 $ | +20,5 % |
| Western Wealth Management, LLC | 3.084.210 $ | +582.449 $ | +23,3 % | 2.501.761 $ | -59.319 $ | -2,3 % | 2.561.080 $ | +74.051 $ | +3,0 % | 2.487.029 $ | +225.238 $ | +10,0 % |
| Meridian Wealth Management, LLC | 3.004.529 $ | +812.384 $ | +37,1 % | 2.192.145 $ | +490.656 $ | +28,8 % | 1.701.489 $ | +972.070 $ | +133,3 % | 729.419 $ | +18.073 $ | +2,5 % |
| 5T Wealth, LLC | 2.974.761 $ | +288.028 $ | +10,7 % | 2.686.733 $ | -21.836 $ | -0,8 % | 2.708.569 $ | |||||
| 1015 Capital Partners, LLC | 2.963.041 $ | +898.369 $ | +43,5 % | 2.064.672 $ | +454.003 $ | +28,2 % | 1.610.669 $ | |||||
| Purus Wealth Management, LLC | 2.879.231 $ | +318.840 $ | +12,5 % | 2.560.391 $ | +209.983 $ | +8,9 % | 2.350.408 $ | +133.765 $ | +6,0 % | 2.216.643 $ | +113.500 $ | +5,4 % |
| VALICENTI ADVISORY SERVICES INC | 2.382.000 $ | +274.000 $ | +13,0 % | 2.108.000 $ | -745.000 $ | -26,1 % | 2.853.000 $ | +153.000 $ | +5,7 % | 2.700.000 $ | +919.000 $ | +51,6 % |
| Heritage Wealth Management, Inc. | 2.815.754 $ | +296.937 $ | +11,8 % | 2.518.817 $ | +47.201 $ | +1,9 % | 2.471.616 $ | -70.372 $ | -2,8 % | 2.541.988 $ | +66.081 $ | +2,7 % |
| Red Mountain Financial, LLC | 2.799.333 $ | +435.910 $ | +18,4 % | 2.363.423 $ | +139.156 $ | +6,3 % | 2.224.267 $ | +431.950 $ | +24,1 % | 1.792.317 $ | +425.536 $ | +31,1 % |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.427.029 $ | +109.102 $ | +8,3 % | 1.317.927 $ | -72.454 $ | -5,2 % | 1.390.381 $ | -1.398.198 $ | -50,1 % | 2.788.579 $ | -101.828 $ | -3,5 % |
| Sharkey, Howes & Javer | 2.750.629 $ | +372.847 $ | +15,7 % | 2.377.782 $ | +196.303 $ | +9,0 % | 2.181.479 $ | -88.995 $ | -3,9 % | 2.270.474 $ | +891.025 $ | +64,6 % |
| Gateway Wealth Partners, LLC | 1.848.584 $ | -889.925 $ | -32,5 % | 2.738.509 $ | +2.127.953 $ | +348,5 % | 610.556 $ | +95.152 $ | +18,5 % | 515.404 $ | +180.447 $ | +53,9 % |
| Dakota Wealth Management | 1.907.377 $ | +105.440 $ | +5,9 % | 1.801.937 $ | -927.029 $ | -34,0 % | 2.728.966 $ | |||||
| DEARBORN PARTNERS LLC | 2.724.888 $ | +1.670.587 $ | +158,5 % | 1.054.301 $ | +365.779 $ | +53,1 % | 688.522 $ | +234.412 $ | +51,6 % | 454.110 $ | ||
| Waverly Advisors, LLC | 2.716.302 $ | +280.808 $ | +11,5 % | 2.435.494 $ | -65.866 $ | -2,6 % | 2.501.360 $ | -190.676 $ | -7,1 % | 2.692.036 $ | -164.801 $ | -5,8 % |
| MassMutual Private Wealth & Trust, FSB | 2.674.161 $ | +176.029 $ | +7,0 % | 2.498.132 $ | -162.205 $ | -6,1 % | 2.660.337 $ | -45.788 $ | -1,7 % | 2.706.125 $ | +1.232.481 $ | +83,6 % |
| Lokken Investment Group LLC | 2.622.876 $ | +162.460 $ | +6,6 % | |||||||||
| Peck Wealth Management, LLC | 2.382.936 $ | +187.417 $ | +8,5 % | 2.195.519 $ | -397.900 $ | -15,3 % | 2.593.419 $ | +138.654 $ | +5,6 % | 2.454.765 $ | ||
| Mutual Advisors, LLC | 2.586.672 $ | +327.168 $ | +14,5 % | 2.259.504 $ | -238 $ | -0,0 % | 2.259.742 $ | +232.794 $ | +11,5 % | |||
| TWIN PEAKS WEALTH ADVISORS, LLC | 2.517.924 $ | +170.515 $ | +7,3 % | 2.347.409 $ | +1.392.534 $ | +145,8 % | 954.875 $ | +948.914 $ | +15.918,7 % | |||
| IFP Advisors, Inc | 2.517.454 $ | +860.793 $ | +52,0 % | 1.656.661 $ | +299.784 $ | +22,1 % | 1.356.877 $ | +263.117 $ | +24,1 % | 1.093.760 $ | +472.385 $ | +76,0 % |
| HB Wealth Management, LLC | 2.508.100 $ | +201.749 $ | +8,7 % | 2.306.351 $ | -10.579 $ | -0,5 % | 2.316.930 $ | -86.872 $ | -3,6 % | 2.403.802 $ | +87.500 $ | +3,8 % |
| TRUE Private Wealth Advisors | 1.740.394 $ | -753.047 $ | -30,2 % | 2.493.441 $ | ||||||||
| LEAVELL INVESTMENT MANAGEMENT, INC. | 2.472.500 $ | +122.120 $ | +5,2 % | 2.350.380 $ | -98.040 $ | -4,0 % | 2.448.420 $ | -30.960 $ | -1,2 % | 2.479.380 $ | +7.740 $ | +0,3 % |
| PCG Wealth Advisors, LLC | 2.247.654 $ | -107.142 $ | -4,5 % | 2.354.796 $ | +6.142 $ | +0,3 % | 2.348.654 $ | +31.477 $ | +1,4 % | 2.317.177 $ | ||
| WEST MICHIGAN ADVISORS, LLC | 1.534.878 $ | +228.754 $ | +17,5 % | 1.306.124 $ | -1.040.260 $ | -44,3 % | 2.346.384 $ | +63.406 $ | +2,8 % | 2.282.978 $ | -2.282.109 $ | -50,0 % |
| Independence Asset Advisors, LLC | 2.324.381 $ | +228.069 $ | +10,9 % | 2.096.312 $ | +1.631.027 $ | +350,5 % | 465.285 $ | |||||
| Wealth Intelligence, LLC | 2.291.616 $ | |||||||||||
| World Investment Advisors | 1.703.530 $ | -567.496 $ | -25,0 % | 2.271.026 $ | ||||||||
| MERCER GLOBAL ADVISORS INC /ADV | 1.650.669 $ | -585.809 $ | -26,2 % | 2.236.478 $ | +1.178.987 $ | +111,5 % | ||||||
| Ascentis Independent Advisors | 2.226.831 $ | |||||||||||
| PNC FINANCIAL SERVICES GROUP, INC. | 2.223.314 $ | +395.095 $ | +21,6 % | 1.828.219 $ | +76.760 $ | +4,4 % | 1.751.459 $ | +1.662.803 $ | +1.875,6 % | 88.656 $ | +88.090 $ | +15.563,6 % |
| Parcion Private Wealth LLC | 2.183.758 $ | +178.693 $ | +8,9 % | 2.005.065 $ | +22.767 $ | +1,1 % | 1.982.298 $ | +35.474 $ | +1,8 % | 1.946.824 $ | +73.330 $ | +3,9 % |
| &PARTNERS | 2.182.427 $ | +92.346 $ | +4,4 % | 2.090.081 $ | +957.928 $ | +84,6 % | 1.132.153 $ | -166.437 $ | -12,8 % | 1.298.590 $ | +986.636 $ | +316,3 % |
| Wayfinding Financial, LLC | 2.160.000 $ | +222.000 $ | +11,5 % | 1.938.000 $ | +86.000 $ | +4,6 % | 1.852.000 $ | +55.000 $ | +3,1 % | 1.797.000 $ | +953.000 $ | +112,9 % |
| STEVENS CAPITAL PARTNERS | 2.145.230 $ | +1.076.164 $ | +100,7 % | 1.069.066 $ | +259.402 $ | +32,0 % | 809.664 $ | +330.835 $ | +69,1 % | 478.829 $ | +106.950 $ | +28,8 % |
| Belpointe Asset Management LLC | 2.109.149 $ | +139.566 $ | +7,1 % | 1.969.583 $ | +45.652 $ | +2,4 % | 1.923.931 $ | -22.846 $ | -1,2 % | 1.946.777 $ | +157.969 $ | +8,8 % |
| Boyer Financial Services, Inc. | 904.398 $ | -1.177.164 $ | -56,6 % | 2.081.562 $ | +510.991 $ | +32,5 % | 1.570.571 $ | |||||
| Elevation Wealth Management LLC | 2.068.156 $ | +231.189 $ | +12,6 % | 1.836.967 $ | +590.546 $ | +47,4 % | 1.246.421 $ | |||||
| Farther Finance Advisors, LLC | 2.029.151 $ | +1.384.436 $ | +214,7 % | 644.715 $ | +76.945 $ | +13,6 % | 567.770 $ | +126.867 $ | +28,8 % | 440.903 $ | -95.962 $ | -17,9 % |
| HighTower Advisors, LLC | 1.989.379 $ | +225.494 $ | +12,8 % | 1.763.885 $ | +573.103 $ | +48,1 % | 1.190.782 $ | +634.757 $ | +114,2 % | 556.025 $ | +230.705 $ | +70,9 % |
| Quantum Financial Planning Services, Inc. | 1.920.486 $ | +1.016.193 $ | +112,4 % | 904.293 $ | +180.076 $ | +24,9 % | 724.217 $ | +323.571 $ | +80,8 % | 400.646 $ | ||
| LANE BROTHERS & CO INC | 1.919.049 $ | +224.062 $ | +13,2 % | 1.694.987 $ | +130.218 $ | +8,3 % | 1.564.769 $ | |||||
| Cedar Mountain Advisors, LLC | 1.903.127 $ | +1.587.821 $ | +503,6 % | 315.306 $ | +14.214 $ | +4,7 % | 301.092 $ | +5.388 $ | +1,8 % | 295.704 $ | +251.119 $ | +563,2 % |
| Geneos Wealth Management Inc. | 1.573.728 $ | +110.598 $ | +7,6 % | 1.463.130 $ | -424.131 $ | -22,5 % | 1.887.261 $ | +8.831 $ | +0,5 % | 1.878.430 $ | +35.086 $ | +1,9 % |
| LAKE STREET PRIVATE WEALTH, LLC | 1.879.782 $ | +167.376 $ | +9,8 % | 1.712.406 $ | -10.508 $ | -0,6 % | 1.722.914 $ | +222.772 $ | +14,9 % | 1.500.142 $ | +653.520 $ | +77,2 % |
| True Vision MN LLC | 1.816.073 $ | -44.846 $ | -2,4 % | 1.860.919 $ | -24.454 $ | -1,3 % | ||||||
| von Borstel & Associates, Inc. | 1.839.000 $ | |||||||||||
| Sound View Wealth Advisors Group, LLC | 1.785.851 $ | +208.921 $ | +13,2 % | 1.576.930 $ | +301.252 $ | +23,6 % | 1.275.678 $ | +939.674 $ | +279,7 % | 336.004 $ | ||
| DAVENPORT & Co LLC | 1.762.379 $ | +1.054.031 $ | +148,8 % | 708.348 $ | +375.758 $ | +113,0 % | 332.590 $ | |||||
| First Bank & Trust | 1.742.601 $ | +419.499 $ | +31,7 % | 1.323.102 $ | +412.262 $ | +45,3 % | 910.840 $ | +138.302 $ | +17,9 % | 772.538 $ | ||
| LOCKERMAN FINANCIAL GROUP, INC. | 1.644.848 $ | -90.199 $ | -5,2 % | 1.735.047 $ | +232 $ | +0,0 % | 1.734.815 $ | +914.019 $ | +111,4 % | |||
| Vise Technologies, Inc. | 1.674.766 $ | +0 $ | +0,0 % | 1.674.766 $ | +1.206.249 $ | +257,5 % | 468.517 $ | |||||
| StoneX Group Inc. | 1.220.356 $ | -417.522 $ | -25,5 % | 1.637.878 $ | +940.146 $ | +134,7 % | 697.732 $ | -565.391 $ | -44,8 % | 1.263.123 $ | +763.558 $ | +152,8 % |
| Balefire, LLC | 1.580.013 $ | +46.732 $ | +3,0 % | 1.533.281 $ | -3.182 $ | -0,2 % | 1.536.463 $ | -72.813 $ | -4,5 % | 1.609.276 $ | +52.478 $ | +3,4 % |
| Saxony Capital Management, LLC | 1.598.326 $ | +580.229 $ | +57,0 % | 1.018.097 $ | +61.730 $ | +6,5 % | 956.367 $ | |||||
| Intrepid Financial Planning Group LLC | 1.578.780 $ | +85.865 $ | +5,8 % | 1.492.915 $ | -30.148 $ | -2,0 % | 1.523.063 $ | +28.418 $ | +1,9 % | 1.494.645 $ | +68.542 $ | +4,8 % |
| Clear Creek Financial Management, LLC | 1.577.157 $ | +1.372.295 $ | +669,9 % | 204.862 $ | ||||||||
| PLANNING DIRECTIONS INC | 1.576.852 $ | +85.784 $ | +5,8 % | 1.491.068 $ | +182.714 $ | +14,0 % | 1.308.354 $ | +83.766 $ | +6,8 % | 1.224.588 $ | +366.148 $ | +42,7 % |
| Essex Financial Services, Inc. | 1.527.863 $ | +791.004 $ | +107,3 % | 736.859 $ | +340.005 $ | +85,7 % | 396.854 $ | +7.629 $ | +2,0 % | 389.225 $ | +56.840 $ | +17,1 % |
| 3Chopt Investment Partners, LLC | 1.486.552 $ | +96.344 $ | +6,9 % | 1.390.208 $ | -538 $ | -0,0 % | 1.390.746 $ | +139.757 $ | +11,2 % | 1.250.989 $ | +369.195 $ | +41,9 % |
| ELEVATION POINT WEALTH PARTNERS, LLC | 1.458.550 $ | +165.474 $ | +12,8 % | 1.293.076 $ | +76.468 $ | +6,3 % | 1.216.608 $ | -228.472 $ | -15,8 % | 1.445.080 $ | ||
| Ruggaard & Associates LLC | 1.371.843 $ | +265.099 $ | +24,0 % | 1.106.744 $ | +47.011 $ | +4,4 % | 1.059.733 $ | +44.587 $ | +4,4 % | 1.015.146 $ | ||
| Wealth Dimensions Group, Ltd. | 1.370.638 $ | +144.542 $ | +11,8 % | 1.226.096 $ | +22.976 $ | +1,9 % | 1.203.120 $ | -34.256 $ | -2,8 % | 1.237.376 $ | +32.167 $ | +2,7 % |
| TRANSCEND CAPITAL ADVISORS, LLC | 702.167 $ | -93.849 $ | -11,8 % | 796.016 $ | -542.029 $ | -40,5 % | 1.338.045 $ | |||||
| Marshall Financial Group, LLC | 611.758 $ | -128.028 $ | -17,3 % | 739.786 $ | -439.264 $ | -37,3 % | 1.179.050 $ | -158.507 $ | -11,9 % | 1.337.557 $ | -70.889 $ | -5,0 % |
| HARBOR INVESTMENT ADVISORY, LLC | 1.312.333 $ | +107.385 $ | +8,9 % | 1.204.948 $ | +1.184.056 $ | +5.667,5 % | 20.892 $ | +1.036 $ | +5,2 % | 19.856 $ | +748 $ | +3,9 % |
| MISSION WEALTH MANAGEMENT, LP | 1.280.703 $ | +1.068.989 $ | +504,9 % | 211.714 $ | ||||||||
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.256.375 $ | +105.020 $ | +9,1 % | 1.151.355 $ | -65.070 $ | -5,3 % | 1.216.425 $ | |||||
| D.A. DAVIDSON & CO. | 1.227.204 $ | +100.420 $ | +8,9 % | 1.126.784 $ | +12.794 $ | +1,1 % | 1.113.990 $ | +19.935 $ | +1,8 % | 1.094.055 $ | ||
| GTS SECURITIES LLC | 279.229 $ | +23.076 $ | +9,0 % | 256.153 $ | -908.006 $ | -78,0 % | 1.164.159 $ | +190.563 $ | +19,6 % | 973.596 $ | ||
| Synergy Asset Management, LLC | 1.160.750 $ | |||||||||||
| COMERICA BANK | 1.103.503 $ | -54.972 $ | -4,7 % | 1.158.475 $ | +327.517 $ | +39,4 % | ||||||
| Focus Partners Wealth | 1.155.313 $ | +348.461 $ | +43,2 % | 806.852 $ | ||||||||
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1.130.608 $ | +315.040 $ | +38,6 % | 815.568 $ | +315.894 $ | +63,2 % | 499.674 $ | +33.136 $ | +7,1 % | 466.538 $ | +263.499 $ | +129,8 % |
| AdvisorNet Financial, Inc | 1.125.906 $ | +237.552 $ | +26,7 % | 888.354 $ | +55.389 $ | +6,6 % | 832.965 $ | +55.059 $ | +7,1 % | 777.906 $ | +380.957 $ | +96,0 % |
| Lionsbridge Wealth Management LLC | 1.098.714 $ | +17.455 $ | +1,6 % | 1.081.259 $ | +57.783 $ | +5,6 % | ||||||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 655.163 $ | -409.418 $ | -38,5 % | 1.064.581 $ | +432.410 $ | +68,4 % | 632.171 $ | |||||
| HARBOUR INVESTMENTS, INC. | 1.060.931 $ | +292.138 $ | +38,0 % | 768.793 $ | +294.184 $ | +62,0 % | 474.609 $ | +20.738 $ | +4,6 % | 453.871 $ | +343.309 $ | +310,5 % |
| Integras Partners LLC | 1.055.337 $ | +137.708 $ | +15,0 % | 917.629 $ | +62.894 $ | +7,4 % | 854.735 $ | -24.705 $ | -2,8 % | 879.440 $ | +54.286 $ | +6,6 % |
| McLaughlin Asset Management, Inc. | 1.054.388 $ | +96.277 $ | +10,0 % | 958.111 $ | +19.565 $ | +2,1 % | 938.546 $ | |||||
| Cerity Partners LLC | 967.146 $ | +31.735 $ | +3,4 % | 935.411 $ | +41.786 $ | +4,7 % | 893.625 $ | -157.682 $ | -15,0 % | 1.051.307 $ | ||
| Steward Partners Investment Advisory, LLC | 1.021.750 $ | +107.087 $ | +11,7 % | 914.663 $ | +67.969 $ | +8,0 % | 846.694 $ | +29.076 $ | +3,6 % | 817.618 $ | +263.277 $ | +47,5 % |
| Navis Wealth Advisors, LLC | 1.010.502 $ | +82.687 $ | +8,9 % | 927.815 $ | ||||||||
| Envestnet Portfolio Solutions, Inc. | 1.001.429 $ | +410.808 $ | +69,6 % | 590.621 $ | +74.473 $ | +14,4 % | 516.148 $ | +19.900 $ | +4,0 % | 496.248 $ | +72.194 $ | +17,0 % |
| MAI Capital Management | 989.100 $ | +211.092 $ | +27,1 % | 778.008 $ | +78.932 $ | +11,3 % | 699.076 $ | +627.961 $ | +883,0 % | 71.115 $ | +2.679 $ | +3,9 % |
| Dorsey & Whitney Trust CO LLC | 979.263 $ | |||||||||||
| Sonoma Allocations LLC | 967.151 $ | +487.707 $ | +101,7 % | 479.444 $ | ||||||||
| Town Capital LLC | 440.778 $ | -512.369 $ | -53,8 % | 953.147 $ | ||||||||
| TFB Advisors LLC | 523.317 $ | +34.112 $ | +7,0 % | 489.205 $ | -453.010 $ | -48,1 % | 942.215 $ | +11.626 $ | +1,2 % | 930.589 $ | -525.999 $ | -36,1 % |
| Betterment LLC | 930.000 $ | +120.000 $ | +14,8 % | 810.000 $ | +54.000 $ | +7,1 % | 756.000 $ | +112.000 $ | +17,4 % | 644.000 $ | +74.000 $ | +13,0 % |
| LRI Investments, LLC | 919.434 $ | +75.236 $ | +8,9 % | 844.198 $ | ||||||||
| Philadelphia Investment Partners, LLC | 919.256 $ | +90.943 $ | +11,0 % | 828.313 $ | ||||||||
| Concurrent Investment Advisors, LLC | 917.302 $ | +483.103 $ | +111,3 % | 434.199 $ | +19.157 $ | +4,6 % | 415.042 $ | +47.710 $ | +13,0 % | 367.332 $ | +75.934 $ | +26,1 % |
| FIRETHORN WEALTH PARTNERS, LLC | 916.177 $ | +25.814 $ | +2,9 % | 890.363 $ | -15.125 $ | -1,7 % | 905.488 $ | +34.924 $ | +4,0 % | 870.564 $ | +398.106 $ | +84,3 % |
| Compound Planning, Inc. | 748.596 $ | +85.795 $ | +12,9 % | 662.801 $ | +7.526 $ | +1,1 % | 655.275 $ | -253.826 $ | -27,9 % | 909.101 $ | -238.364 $ | -20,8 % |
| Cornerstone Wealth Management, LLC | 881.702 $ | +48.665 $ | +5,8 % | 833.037 $ | +9.461 $ | +1,1 % | 823.576 $ | +149.949 $ | +22,3 % | 673.627 $ | ||
| Integrated Capital Management, LLC | 724.953 $ | -152.675 $ | -17,4 % | 877.628 $ | +134.641 $ | +18,1 % | 742.987 $ | +4.723 $ | +0,6 % | 738.264 $ | +82.264 $ | +12,5 % |
| Baird Financial Group, Inc. | 863.756 $ | +101.067 $ | +13,3 % | 762.689 $ | +28.087 $ | +3,8 % | 734.602 $ | +13.385 $ | +1,9 % | 721.217 $ | ||
| PUREfi Wealth, LLC | 850.489 $ | +165.333 $ | +24,1 % | 685.156 $ | -26.019 $ | -3,7 % | 711.175 $ | +326.115 $ | +84,7 % | 385.060 $ | +56.170 $ | +17,1 % |
| PRIVATE TRUST CO NA | 836.948 $ | +41.374 $ | +5,2 % | 795.574 $ | -24.536 $ | -3,0 % | 820.110 $ | +66.689 $ | +8,9 % | 753.421 $ | +343.804 $ | +83,9 % |
| GeoWealth Management, LLC | 826.297 $ | +146.990 $ | +21,6 % | 679.307 $ | -58.483 $ | -7,9 % | 737.790 $ | +65.635 $ | +9,8 % | 672.155 $ | +253.762 $ | +60,7 % |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 820.528 $ | +74.868 $ | +10,0 % | 745.660 $ | +46.025 $ | +6,6 % | 699.635 $ | -38.013 $ | -5,2 % | 737.648 $ | +581.120 $ | +371,3 % |
| J.W. COLE ADVISORS, INC. | 813.859 $ | +48.119 $ | +6,3 % | 765.740 $ | -28.829 $ | -3,6 % | 794.569 $ | +140.655 $ | +21,5 % | 653.914 $ | +238.073 $ | +57,3 % |
| VISIONARY HORIZONS, LLC | 811.967 $ | +194.630 $ | +31,5 % | 617.337 $ | +48.076 $ | +8,4 % | 569.261 $ | +356.393 $ | +167,4 % | 212.868 $ | ||
| Ameritas Advisory Services, LLC | 769.518 $ | +4.918 $ | +0,6 % | 764.600 $ | ||||||||
| Sanchez Gaunt Capital Management, LLC | 764.219 $ | |||||||||||
| Arete Wealth Advisors, LLC | 758.538 $ | +20.538 $ | +2,8 % | 738.000 $ | ||||||||
| Retirement Planning Group, LLC | 286.233 $ | -4.601 $ | -1,6 % | 290.834 $ | -329.139 $ | -53,1 % | 619.973 $ | -128.641 $ | -17,2 % | 748.614 $ | -271.174 $ | -26,6 % |
| Darden Wealth Group Inc | 741.506 $ | |||||||||||
| Mariner, LLC | 235.281 $ | -490.732 $ | -67,6 % | 726.013 $ | +8.244 $ | +1,1 % | 717.769 $ | +15.094 $ | +2,1 % | 702.675 $ | +494.328 $ | +237,3 % |
| Emergent Wealth Advisors, LLC | 724.592 $ | +67.926 $ | +10,3 % | 656.666 $ | ||||||||
| Eaton Financial Holdings Company, LLC | 719.065 $ | +266.746 $ | +59,0 % | 452.319 $ | ||||||||
| Jacobi Capital Management LLC | 510.032 $ | -16.866 $ | -3,2 % | 526.898 $ | -6.893 $ | -1,3 % | 533.791 $ | -180.763 $ | -25,3 % | 714.554 $ | +151.446 $ | +26,9 % |
| Atlas Wealth LLC | 702.980 $ | +44.799 $ | +6,8 % | 658.181 $ | +7.474 $ | +1,1 % | 650.707 $ | +187.037 $ | +40,3 % | 463.670 $ | ||
| Northwest Capital Management Inc | 695.485 $ | +83.117 $ | +13,6 % | 612.368 $ | +63.830 $ | +11,6 % | ||||||
| Gladstone Institutional Advisory LLC | 394.550 $ | +78.335 $ | +24,8 % | 316.215 $ | -376.053 $ | -54,3 % | 692.268 $ | +269.418 $ | +63,7 % | 422.850 $ | -853.974 $ | -66,9 % |
| Parallel Advisors, LLC | 645.195 $ | -28.544 $ | -4,2 % | 673.739 $ | +175.872 $ | +35,3 % | 497.867 $ | +38.409 $ | +8,4 % | 459.458 $ | +431.303 $ | +1.531,9 % |
| Carnegie Investment Counsel | 659.920 $ | |||||||||||
| Creative Planning | 559.383 $ | +136.562 $ | +32,3 % | 422.821 $ | -222.994 $ | -34,5 % | 645.815 $ | +299.962 $ | +86,7 % | 345.853 $ | ||
| CARY STREET PARTNERS FINANCIAL LLC | 634.843 $ | +43.465 $ | +7,3 % | 591.378 $ | +181.859 $ | +44,4 % | 409.519 $ | +23.802 $ | +6,2 % | 385.717 $ | +41.916 $ | +12,2 % |
| Bank of Marin | 472.007 $ | -144.971 $ | -23,5 % | 616.978 $ | +29.096 $ | +4,9 % | 587.882 $ | +10.520 $ | +1,8 % | 577.362 $ | +111.484 $ | +23,9 % |
| GENTRY PRIVATE WEALTH, LLC | 611.993 $ | +67.574 $ | +12,4 % | 544.419 $ | -18.005 $ | -3,2 % | 562.424 $ | -52.517 $ | -8,5 % | 614.941 $ | -232.884 $ | -27,5 % |
| Fairvoy Private Wealth, LLC | 608.595 $ | +107.878 $ | +21,5 % | 500.717 $ | +49.865 $ | +11,1 % | 450.852 $ | +44.691 $ | +11,0 % | 406.161 $ | +23.295 $ | +6,1 % |
| Plan Group Financial, LLC | 599.537 $ | +46.105 $ | +8,3 % | 553.432 $ | ||||||||
| Cardinal Point Capital Management ULC | 587.958 $ | +48.111 $ | +8,9 % | 539.847 $ | ||||||||
| Gallagher Fiduciary Advisors, LLC | 570.491 $ | +63.761 $ | +12,6 % | 506.730 $ | +161.418 $ | +46,7 % | 345.312 $ | |||||
| TIEMANN INVESTMENT ADVISORS, LLC | 568.356 $ | +46.507 $ | +8,9 % | 521.849 $ | -3.434 $ | -0,7 % | 525.283 $ | +2.046 $ | +0,4 % | 523.237 $ | +19.708 $ | +3,9 % |
| Pathstone Holdings, LLC | 566.222 $ | |||||||||||
| Berger Financial Group, Inc | 551.295 $ | +45.111 $ | +8,9 % | 506.184 $ | +5.748 $ | +1,1 % | 500.436 $ | +19.921 $ | +4,1 % | 480.515 $ | +18.100 $ | +3,9 % |
| Aegis Wealth Management, Inc. | 538.751 $ | +164.966 $ | +44,1 % | 373.785 $ | +32.474 $ | +9,5 % | 341.311 $ | |||||
| Mayfair Advisory Group, LLC | 533.109 $ | -3.101 $ | -0,6 % | 536.210 $ | +65.955 $ | +14,0 % | 470.255 $ | +201.821 $ | +75,2 % | 268.434 $ | +27.926 $ | +11,6 % |
| Traveka Wealth, LLC | 528.054 $ | +267.208 $ | +102,4 % | 260.846 $ | ||||||||
| Focus Partners Advisor Solutions, LLC | 312.552 $ | +48.297 $ | +18,3 % | 264.255 $ | -255.110 $ | -49,1 % | 519.365 $ | |||||
| Sovran Advisors, LLC | 506.947 $ | +1.254 $ | +0,2 % | 505.693 $ | +55.845 $ | +12,4 % | 449.848 $ | +25.052 $ | +5,9 % | 424.796 $ | +44.689 $ | +11,8 % |
| Freestone Capital Holdings, LLC | 506.488 $ | |||||||||||
| PFG Investments, LLC | 503.822 $ | +53.398 $ | +11,9 % | 450.424 $ | +95.189 $ | +26,8 % | 355.235 $ | +61.595 $ | +21,0 % | 293.640 $ | +33.413 $ | +12,8 % |
| KENNEDY INVESTMENT GROUP, INC. | 500.069 $ | +204.140 $ | +69,0 % | 295.929 $ | +82.358 $ | +38,6 % | 213.571 $ | |||||
| Phoenix Wealth Advisors | 494.528 $ | +40.467 $ | +8,9 % | 454.061 $ | +5.155 $ | +1,1 % | 448.906 $ | +8.034 $ | +1,8 % | 440.872 $ | +16.606 $ | +3,9 % |
| Nuveen, LLC | 493.951 $ | |||||||||||
| SmartHarvest Portfolios, LLC | 470.824 $ | +23.255 $ | +5,2 % | 447.569 $ | -18.669 $ | -4,0 % | 466.238 $ | |||||
| FWG Holdings, LLC | 351.455 $ | +18.337 $ | +5,5 % | 333.118 $ | -132.472 $ | -28,5 % | 465.590 $ | +242.238 $ | +108,5 % | 223.352 $ | ||
| D. E. Shaw & Co., Inc. | 464.314 $ | +73.656 $ | +18,9 % | |||||||||
| Walkner Condon Financial Advisors LLC | 453.283 $ | +44.666 $ | +10,9 % | 408.617 $ | -41.037 $ | -9,1 % | 449.654 $ | +18.710 $ | +4,3 % | 430.944 $ | -35.076 $ | -7,5 % |
| Lowe Wealth Advisors, LLC | 450.506 $ | +222.202 $ | +97,3 % | |||||||||
| FINANCIAL MANAGEMENT NETWORK INC | 439.964 $ | -122.307 $ | -21,8 % | |||||||||
| Coppell Advisory Solutions LLC | 434.477 $ | |||||||||||
| Strong Retirement Solutions LLC | 431.739 $ | +53.765 $ | +14,2 % | 377.974 $ | -23.311 $ | -5,8 % | 401.285 $ | |||||
| OneDigital Investment Advisors LLC | 417.534 $ | +7.808 $ | +1,9 % | 409.726 $ | -19.309 $ | -4,5 % | 429.035 $ | |||||
| TUDOR INVESTMENT CORP ET AL | 426.886 $ | |||||||||||
| Ausdal Financial Partners, Inc. | 300.924 $ | +29.851 $ | +11,0 % | 271.073 $ | -152.224 $ | -36,0 % | 423.297 $ | +65.084 $ | +18,2 % | 358.213 $ | ||
| Valeo Financial Advisors, LLC | 408.164 $ | |||||||||||
| Semus Wealth Partners LLC | 405.502 $ | +35.305 $ | +9,5 % | 370.197 $ | -3.285 $ | -0,9 % | 373.482 $ | +4.892 $ | +1,3 % | 368.590 $ | +100.011 $ | +37,2 % |
| BESSEMER GROUP INC | 404.000 $ | +33.000 $ | +8,9 % | 371.000 $ | +342.000 $ | +1.179,3 % | 29.000 $ | +0 $ | +0,0 % | 29.000 $ | ||
| KING LUTHER CAPITAL MANAGEMENT CORP | 395.540 $ | +32.367 $ | +8,9 % | 363.173 $ | ||||||||
| Signature Wealth Management Group | 369.129 $ | -24.713 $ | -6,3 % | 393.842 $ | +15.699 $ | +4,2 % | 378.143 $ | +25.071 $ | +7,1 % | |||
| Olde Wealth Management, LLC | 390.000 $ | +44.000 $ | +12,7 % | 346.000 $ | +6.000 $ | +1,8 % | 340.000 $ | +127.000 $ | +59,6 % | 213.000 $ | ||
| STEPHENS INC /AR/ | 387.370 $ | +31.016 $ | +8,7 % | 356.354 $ | +59.083 $ | +19,9 % | 297.271 $ | |||||
| Quantinno Capital Management LP | 386.942 $ | |||||||||||
| CPWA, LLC | 383.841 $ | +18.335 $ | +5,0 % | 365.506 $ | ||||||||
| Patten Group, Inc. | 369.473 $ | -12.257 $ | -3,2 % | 381.730 $ | -1.281 $ | -0,3 % | 383.011 $ | +8.545 $ | +2,3 % | 374.466 $ | +8.514 $ | +2,3 % |
| Orion Porfolio Solutions, LLC | 380.774 $ | +123.561 $ | +48,0 % | 257.213 $ | -48.223 $ | -15,8 % | 305.436 $ | +21.719 $ | +7,7 % | 283.717 $ | ||
| IFG Advisory, LLC | 373.689 $ | +23.292 $ | +6,6 % | 350.397 $ | +17.801 $ | +5,4 % | ||||||
| RDA Financial Network | 358.513 $ | +7.049 $ | +2,0 % | 351.464 $ | +45.696 $ | +14,9 % | 305.768 $ | +23.522 $ | +8,3 % | 282.246 $ | +3.324 $ | +1,2 % |
| Goelzer Investment Management, Inc. | 358.255 $ | +29.316 $ | +8,9 % | 328.939 $ | +3.735 $ | +1,1 % | 325.204 $ | +5.819 $ | +1,8 % | 319.385 $ | +12.030 $ | +3,9 % |
| TritonPoint Partners, LLC | 355.372 $ | |||||||||||
| Merit Financial Group, LLC | 324.419 $ | +25.523 $ | +8,5 % | 298.896 $ | -55.603 $ | -15,7 % | 354.499 $ | |||||
| Mill Creek Capital Advisors, LLC | 352.645 $ | +4.004 $ | +1,1 % | 348.641 $ | +6.239 $ | +1,8 % | 342.402 $ | +12.897 $ | +3,9 % | |||
| Shira Ridge Wealth Management | 324.846 $ | -16.969 $ | -5,0 % | 341.815 $ | +7.401 $ | +2,2 % | 334.414 $ | +16.059 $ | +5,0 % | 318.355 $ | +16.733 $ | +5,5 % |
| Elm3 Financial Group, LLC | 335.239 $ | +9.936 $ | +3,1 % | 325.303 $ | +124.475 $ | +62,0 % | 200.828 $ | |||||
| Argentarii, LLC | 334.705 $ | +53.591 $ | +19,1 % | 281.114 $ | +49.044 $ | +21,1 % | 232.070 $ | -1.424 $ | -0,6 % | 233.494 $ | ||
| Weaver Consulting Group | 313.336 $ | +33.043 $ | +11,8 % | 280.293 $ | +5.253 $ | +1,9 % | 275.040 $ | -7.831 $ | -2,8 % | 282.871 $ | +7.353 $ | +2,7 % |
| Windsor Capital Management, LLC | 312.637 $ | |||||||||||
| SAPIENT CAPITAL LLC | 309.936 $ | |||||||||||
| Sterling Investment Counsel, LLC | 308.513 $ | +23.503 $ | +8,2 % | 285.010 $ | +9.149 $ | +3,3 % | ||||||
| ORBA Wealth Advisors, L.L.C. | 215.130 $ | +11.370 $ | +5,6 % | 203.760 $ | -102.957 $ | -33,6 % | 306.717 $ | +1.484 $ | +0,5 % | |||
| Beaird Harris Wealth Management, LLC | 305.127 $ | |||||||||||
| AQR CAPITAL MANAGEMENT LLC | 304.309 $ | |||||||||||
| Magnolia Private Wealth, LLC | 302.351 $ | -854 $ | -0,3 % | 303.205 $ | -392.360 $ | -56,4 % | ||||||
| HRT FINANCIAL LP | 302.000 $ | |||||||||||
| Virtue Capital Management, LLC | 262.432 $ | -36.859 $ | -12,3 % | 299.291 $ | +16.186 $ | +5,7 % | 283.105 $ | -27.287 $ | -8,8 % | |||
| MCF Advisors LLC | 295.713 $ | +31.563 $ | +11,9 % | 264.150 $ | ||||||||
| Ascension Capital Advisors, Inc. | 271.062 $ | -22.128 $ | -7,5 % | 293.190 $ | ||||||||
| SAWGRASS ASSET MANAGEMENT LLC | 285.085 $ | |||||||||||
| RFG Advisory, LLC | 283.275 $ | |||||||||||
| THOMPSON SIEGEL & WALMSLEY LLC | 281.000 $ | |||||||||||
| FRANKLIN RESOURCES INC | 160.196 $ | +16.896 $ | +11,8 % | 143.300 $ | -137.575 $ | -49,0 % | 280.875 $ | +6.644 $ | +2,4 % | 274.231 $ | -10.406 $ | -3,7 % |
| BAM Wealth Management, LLC | 248.212 $ | +14.478 $ | +6,2 % | 233.734 $ | -26.699 $ | -10,3 % | 260.433 $ | -17.401 $ | -6,3 % | 277.834 $ | ||
| Financial Partners Group, Inc | 276.425 $ | +70.942 $ | +34,5 % | 205.483 $ | ||||||||
| Quotient Wealth Partners, LLC | 275.269 $ | +27.523 $ | +11,1 % | 247.746 $ | +10.227 $ | +4,3 % | 237.519 $ | -22.739 $ | -8,7 % | 260.258 $ | ||
| GENESIS PRIVATE WEALTH, LLC | 232.018 $ | -42.993 $ | -15,6 % | 275.011 $ | +10.511 $ | +4,0 % | 264.500 $ | +26.664 $ | +11,2 % | |||
| Lakeridge Wealth Management LLC | 274.940 $ | +22.498 $ | +8,9 % | 252.442 $ | +13.350 $ | +5,6 % | 239.092 $ | +30.711 $ | +14,7 % | 208.381 $ | ||
| Wealth Alliance Advisory Group, LLC | 274.428 $ | -219.630 $ | -44,5 % | |||||||||
| Kestra Investment Management, LLC | 274.104 $ | |||||||||||
| Composition Wealth, LLC | 271.805 $ | +13.607 $ | +5,3 % | 258.198 $ | -15.713 $ | -5,7 % | 273.911 $ | +3.578 $ | +1,3 % | 270.333 $ | ||
| Tripletail Wealth Management, LLC | 273.041 $ | +10.593 $ | +4,0 % | 262.448 $ | +225.774 $ | +615,6 % | 36.674 $ | |||||
| Lunt Capital Management, Inc. | 272.119 $ | +13.441 $ | +5,2 % | 258.678 $ | -10.791 $ | -4,0 % | 269.469 $ | |||||
| Whipplewood Advisors, LLC | 267.598 $ | +20.307 $ | +8,2 % | 247.291 $ | +337 $ | +0,1 % | 246.954 $ | +1.551 $ | +0,6 % | 245.403 $ | +8.677 $ | +3,7 % |
| Advyzon Investment Management, LLC | 267.247 $ | +31.404 $ | +13,3 % | 235.843 $ | +8.884 $ | +3,9 % | ||||||
| Greenspring Advisors, LLC | 263.391 $ | +21.553 $ | +8,9 % | 241.838 $ | ||||||||
| Beacon Pointe Advisors, LLC | 258.650 $ | +48.197 $ | +22,9 % | 210.453 $ | +6.957 $ | +3,4 % | 203.496 $ | |||||
| SUMMIT WEALTH GROUP LLC / CO | 257.204 $ | +21.425 $ | +9,1 % | 235.779 $ | +7.095 $ | +3,1 % | 228.684 $ | |||||
| RENAISSANCE TECHNOLOGIES LLC | 247.104 $ | -467.673 $ | -65,4 % | |||||||||
| Sequent Planning LLC | 246.975 $ | +38.614 $ | +18,5 % | 208.361 $ | ||||||||
| XY Planning Network, Inc. | 244.913 $ | |||||||||||
| Cordgrass Capital Advisors, LLC | 99.730 $ | -143.014 $ | -58,9 % | 242.744 $ | +208.224 $ | +603,2 % | 34.520 $ | |||||
| Allen Capital Group, LLC | 242.356 $ | +19.832 $ | +8,9 % | 222.524 $ | +2.527 $ | +1,1 % | 219.997 $ | -11.948 $ | -5,2 % | 231.945 $ | +8.736 $ | +3,9 % |
| Quadrant Private Wealth Management, LLC | 240.458 $ | +19.676 $ | +8,9 % | 220.782 $ | ||||||||
| Csenge Advisory Group | 236.994 $ | +13.788 $ | +6,2 % | 223.206 $ | +2.834 $ | +1,3 % | 220.372 $ | -1.292.930 $ | -85,4 % | |||
| Patriot Financial Group Insurance Agency, LLC | 222.928 $ | |||||||||||
| Strait & Sound Wealth Management LLC | 222.196 $ | |||||||||||
| JM2 Capital Inc. | 217.774 $ | |||||||||||
| Stratos Wealth Partners, LTD. | 200.928 $ | -10.090 $ | -4,8 % | 211.018 $ | -6.008 $ | -2,8 % | 217.026 $ | +3.882 $ | +1,8 % | |||
| VestGen Advisors, LLC | 215.546 $ | |||||||||||
| McElhenny Sheffield Capital Management, LLC | 212.750 $ | +10.508 $ | +5,2 % | 202.242 $ | -8.436 $ | -4,0 % | 210.678 $ | -2.664 $ | -1,2 % | 213.342 $ | +666 $ | +0,3 % |
| Capital Analysts, LLC | 212.000 $ | +113.000 $ | +114,1 % | 99.000 $ | -34.000 $ | -25,6 % | 133.000 $ | +110.000 $ | +478,3 % | 23.000 $ | ||
| Millington Financial Advisors, LLC | 211.500 $ | +7.364 $ | +3,6 % | 204.136 $ | -2.584 $ | -1,3 % | 206.720 $ | |||||
| XTX Topco Ltd | 205.070 $ | |||||||||||
| Kathmere Capital Management, LLC | 204.996 $ | +3.608 $ | +1,8 % | 201.388 $ | ||||||||
| QUANTIFY CHAOS ADVISORS, LLC | 204.128 $ | |||||||||||
| WOODMONT INVESTMENT COUNSEL LLC | 203.668 $ | |||||||||||
| AE Wealth Management LLC | 160.533 $ | +139.698 $ | +670,5 % | 20.835 $ | -1.964 $ | -8,6 % | 22.799 $ | -4.075 $ | -15,2 % | 26.874 $ | +7.106 $ | +35,9 % |
| WHITTIER TRUST CO OF NEVADA INC | 50.686 $ | -10.648 $ | -17,4 % | 61.334 $ | -98.466 $ | -61,6 % | 159.800 $ | |||||
| Qube Research & Technologies Ltd | 118.281 $ | -40.822 $ | -25,7 % | 159.103 $ | +154.156 $ | +3.116,2 % | 4.947 $ | -59.803 $ | -92,4 % | |||
| Transamerica Financial Advisors, LLC | 73.187 $ | +5.534 $ | +8,2 % | 67.653 $ | -78.885 $ | -53,8 % | 146.538 $ | -802 $ | -0,5 % | 147.340 $ | ||
| Silver Grove Financial Group, Inc. | 117.961 $ | |||||||||||
| Princeton Global Asset Management LLC | 110.573 $ | +5.462 $ | +5,2 % | 105.111 $ | -12.669 $ | -10,8 % | 117.780 $ | |||||
| COMPASS FINANCIAL MANAGEMENT LLC | 109.605 $ | |||||||||||
| Root Financial Partners, LLC | 106.263 $ | +49.803 $ | +88,2 % | 56.460 $ | +49.106 $ | +667,7 % | 7.354 $ | |||||
| CENTAURUS FINANCIAL, INC. | 103.000 $ | |||||||||||
| Portfolio Resources Advisor Group, Inc. | 98.842 $ | |||||||||||
| Blue Trust, Inc. | 96.494 $ | +10.616 $ | +12,4 % | 85.878 $ | +37.580 $ | +77,8 % | 48.298 $ | -1.375 $ | -2,8 % | 49.673 $ | -28.502 $ | -36,5 % |
| BOKF, NA | 92.141 $ | -589.342 $ | -86,5 % | |||||||||
| Cornerstone Financial Management LLC | 91.868 $ | +9.688 $ | +11,8 % | 82.180 $ | +1.540 $ | +1,9 % | 80.640 $ | |||||
| N.E.W. Advisory Services LLC | 37.194 $ | +3.043 $ | +8,9 % | 34.151 $ | -57.610 $ | -62,8 % | 91.761 $ | +73.968 $ | +415,7 % | 17.793 $ | -549.437 $ | -96,9 % |
| Institute for Wealth Management, LLC. | 86.697 $ | |||||||||||
| Sunrise Financial Services, LLC | 53.619 $ | -33.028 $ | -38,1 % | 86.647 $ | ||||||||
| OPTIMA CAPITAL LLC | 84.015 $ | |||||||||||
| ASHTON THOMAS SECURITIES, LLC | 82.078 $ | +6.717 $ | +8,9 % | 75.361 $ | +855 $ | +1,1 % | 74.506 $ | +1.334 $ | +1,8 % | 73.172 $ | +2.756 $ | +3,9 % |
| WHITTIER TRUST CO | 42.669 $ | -38.980 $ | -47,7 % | 81.649 $ | ||||||||
| AMERIFLEX GROUP, INC. | 81.041 $ | +69.275 $ | +588,8 % | 11.766 $ | +6.162 $ | +110,0 % | ||||||
| StrongBox Wealth, LLC | 76.798 $ | |||||||||||
| CHILTON CAPITAL MANAGEMENT LLC | 75.814 $ | +3.744 $ | +5,2 % | 72.070 $ | -3.006 $ | -4,0 % | 75.076 $ | |||||
| GoalVest Advisory LLC | 67.807 $ | +26.604 $ | +64,6 % | 41.203 $ | +1.666 $ | +4,2 % | 39.537 $ | -6.426 $ | -14,0 % | 45.963 $ | ||
| Paladin Advisory Group, LLC | 66.404 $ | +5.433 $ | +8,9 % | 60.971 $ | +693 $ | +1,1 % | 60.278 $ | +1.078 $ | +1,8 % | 59.200 $ | +2.230 $ | +3,9 % |
| QUADRANT CAPITAL GROUP LLC | 66.269 $ | |||||||||||
| Federation des caisses Desjardins du Quebec | 55.654 $ | |||||||||||
| Banco de Sabadell, S.A | 54.000 $ | +6.000 $ | +12,5 % | 48.000 $ | -1.000 $ | -2,0 % | 49.000 $ | +1.000 $ | +2,1 % | 48.000 $ | +1.000 $ | +2,1 % |
| Orion Capital Management LLC | 53.948 $ | |||||||||||
| Bulwark Capital Corp | 52.949 $ | +1.995 $ | +3,9 % | |||||||||
| Dunhill Financial, LLC | 51.886 $ | +21.439 $ | +70,4 % | 30.447 $ | +345 $ | +1,1 % | 30.102 $ | |||||
| Wilmington Savings Fund Society, FSB | 51.491 $ | +2.543 $ | +5,2 % | 48.948 $ | -2.042 $ | -4,0 % | 50.990 $ | -645 $ | -1,2 % | 51.635 $ | +162 $ | +0,3 % |
| Vision Retirement, LLC | 37.029 $ | -7.127 $ | -16,1 % | 44.156 $ | -4.740 $ | -9,7 % | 48.896 $ | |||||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 47.080 $ | +2.690 $ | +6,1 % | 44.390 $ | +1.250 $ | +2,9 % | 43.140 $ | |||||
| PRINCIPAL SECURITIES, INC. | 43.156 $ | +780 $ | +1,8 % | |||||||||
| Miller Global Investments, LLC | 41.657 $ | +3.408 $ | +8,9 % | 38.249 $ | -3.309 $ | -8,0 % | 41.558 $ | |||||
| Signature Equity Partners, LLC | 23.190 $ | +2.070 $ | +9,8 % | 21.120 $ | -20.429 $ | -49,2 % | 41.549 $ | |||||
| Cornerstone Planning Group LLC | 40.664 $ | +2.763 $ | +7,3 % | 37.901 $ | +37.158 $ | +5.001,1 % | 743 $ | |||||
| MATHER GROUP, LLC. | 34.811 $ | +32.512 $ | +1.414,2 % | 2.299 $ | ||||||||
| Spire Wealth Management | 32.666 $ | +2.446 $ | +8,1 % | 30.220 $ | +29.546 $ | +4.383,7 % | 674 $ | -61 $ | -8,3 % | 735 $ | ||
| Allworth Financial LP | 24.912 $ | -7.702 $ | -23,6 % | 32.614 $ | +13.444 $ | +70,1 % | 19.170 $ | +343 $ | +1,8 % | 18.827 $ | +709 $ | +3,9 % |
| RICHARDSON FINANCIAL SERVICES INC. | 11.960 $ | +599 $ | +5,3 % | 11.361 $ | -5.188 $ | -31,3 % | 16.549 $ | -14.412 $ | -46,5 % | 30.961 $ | -4.646 $ | -13,0 % |
| PlanVest Financial, Inc | 30.157 $ | |||||||||||
| HUNTINGTON NATIONAL BANK | 29.944 $ | +2.450 $ | +8,9 % | 27.494 $ | +313 $ | +1,2 % | 27.181 $ | +486 $ | +1,8 % | 26.695 $ | +26.341 $ | +7.441,0 % |
| Southern Farm Bureau Life Insurance | 26.577 $ | +2.217 $ | +9,1 % | 24.360 $ | +225 $ | +0,9 % | 24.135 $ | +410 $ | +1,7 % | 23.725 $ | +947 $ | +4,2 % |
| BANK OF MONTREAL /CAN/ | 20.045 $ | -6.313 $ | -24,0 % | 26.358 $ | +20.476 $ | +348,1 % | 5.882 $ | |||||
| Rossby Financial, LCC | 25.489 $ | +2.605 $ | +11,4 % | 22.884 $ | +12.476 $ | +119,9 % | 10.408 $ | -12.390 $ | -54,3 % | 22.798 $ | +1.072 $ | +4,9 % |
| HAZLETT, BURT & WATSON, INC. | 23.000 $ | |||||||||||
| Vanguard National Trust Co | 20.952 $ | |||||||||||
| Register Financial Advisors LLC | 20.375 $ | +1.667 $ | +8,9 % | 18.708 $ | +13.242 $ | +242,3 % | 5.466 $ | +98 $ | +1,8 % | 5.368 $ | +202 $ | +3,9 % |
| LGT Financial Advisors LLC | 10.064 $ | +824 $ | +8,9 % | 9.240 $ | -120 $ | -1,3 % | 9.360 $ | -9.393 $ | -50,1 % | 18.753 $ | +9.694 $ | +107,0 % |
| Abound Wealth Management | 3.878 $ | -14.755 $ | -79,2 % | 18.633 $ | ||||||||
| Asset Dedication, LLC | 18.396 $ | +1.505 $ | +8,9 % | 16.891 $ | +192 $ | +1,1 % | 16.699 $ | -657 $ | -3,8 % | 17.356 $ | -2.106 $ | -10,8 % |
| Key Capital Management, INC | 9.816 $ | +803 $ | +8,9 % | 9.013 $ | -8.883 $ | -49,6 % | 17.896 $ | |||||
| Millstone Evans Group, LLC | 16.580 $ | +1.356 $ | +8,9 % | 15.224 $ | +173 $ | +1,1 % | 15.051 $ | |||||
| EVERMAY WEALTH MANAGEMENT LLC | 15.527 $ | |||||||||||
| Anfield Capital Management, LLC | 14.979 $ | +170 $ | +1,1 % | 14.809 $ | +265 $ | +1,8 % | 14.544 $ | |||||
| CALDWELL SUTTER CAPITAL, INC. | 14.848 $ | |||||||||||
| Raleigh Capital Management Inc. | 13.605 $ | +513 $ | +3,9 % | |||||||||
| CoreCap Advisors, LLC | 6.095 $ | +294 $ | +5,1 % | 5.801 $ | -242 $ | -4,0 % | 6.043 $ | -6.990 $ | -53,6 % | 13.033 $ | -569 $ | -4,2 % |
| VANGUARD ADVISERS INC | 11.796 $ | -928 $ | -7,3 % | 12.724 $ | ||||||||
| Russell Investments Group, Ltd. | 10.149 $ | |||||||||||
| FSA Wealth Management LLC | 8.908 $ | +27 $ | +0,3 % | |||||||||
| Family Legacy Financial Solutions, LLC | 8.751 $ | +330 $ | +3,9 % | |||||||||
| HANTZ FINANCIAL SERVICES, INC. | 2.000 $ | +0 $ | +0,0 % | 2.000 $ | -6.000 $ | -75,0 % | 8.000 $ | |||||
| Continuum Advisory, LLC | 7.672 $ | |||||||||||
| Nemes Rush Group LLC | 3.806 $ | +401 $ | +11,8 % | 3.405 $ | +64 $ | +1,9 % | 3.341 $ | -3.430 $ | -50,7 % | 6.771 $ | -1.422 $ | -17,4 % |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 5.681 $ | +465 $ | +8,9 % | 5.216 $ | ||||||||
| CIBC Private Wealth Group LLC | 5.344 $ | +3.432 $ | +179,5 % | 1.912 $ | ||||||||
| Larson Financial Group LLC | 5.092 $ | |||||||||||
| CITIGROUP INC | 4.784 $ | +1.224 $ | +34,4 % | 3.560 $ | ||||||||
| CULLEN/FROST BANKERS, INC. | 4.784 $ | |||||||||||
| Strategic Wealth Partners, Ltd. | 4.702 $ | +385 $ | +8,9 % | 4.317 $ | +49 $ | +1,1 % | 4.268 $ | |||||
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 4.454 $ | |||||||||||
| FINANCIAL CONSULATE, INC | 3.713 $ | +304 $ | +8,9 % | 3.409 $ | +39 $ | +1,2 % | 3.370 $ | |||||
| Global Wealth Strategies & Associates | 2.487 $ | -1.214 $ | -32,8 % | 3.701 $ | ||||||||
| Oakworth Capital, Inc. | 3.456 $ | |||||||||||
| Sound Income Strategies, LLC | 3.005 $ | -29 $ | -1,0 % | 3.034 $ | +144 $ | +5,0 % | 2.890 $ | +130 $ | +4,7 % | |||
| Motiv8 Investments LLC | 3.000 $ | |||||||||||
| REAP Financial Group, LLC | 2.635 $ | +216 $ | +8,9 % | 2.419 $ | +27 $ | +1,1 % | 2.392 $ | |||||
| First Command Advisory Services, Inc. | 2.206 $ | |||||||||||
| Bell Investment Advisors, Inc | 2.145 $ | +175 $ | +8,9 % | 1.970 $ | +23 $ | +1,2 % | 1.947 $ | +34 $ | +1,8 % | 1.913 $ | ||
| Abich Financial Wealth Management LLC | 2.044 $ | |||||||||||
| Johnson Financial Group, Inc. | 1.970 $ | +23 $ | +1,2 % | 1.947 $ | ||||||||
| Caldwell Trust Co | 1.912 $ | |||||||||||
| WealthShield Partners, LLC | 1.765 $ | -22 $ | -1,2 % | 1.787 $ | +5 $ | +0,3 % | ||||||
| SHP Wealth Management | 1.768 $ | +145 $ | +8,9 % | 1.623 $ | +18 $ | +1,1 % | 1.605 $ | |||||
| Wilkerson Advisory Group LLC | 1.722 $ | |||||||||||
| Fairway Wealth LLC | 1.544 $ | |||||||||||
| Smartleaf Asset Management LLC | 1.150 $ | +122 $ | +11,9 % | 1.028 $ | -27 $ | -2,6 % | 1.055 $ | +690 $ | +189,0 % | 365 $ | ||
| Wealth Watch Advisors, INC | 1.123 $ | |||||||||||
| Cape Investment Advisory, Inc. | 907 $ | +83 $ | +10,1 % | 824 $ | ||||||||
| Park Square Financial Group, LLC | 165 $ | -516 $ | -75,8 % | 681 $ | -24.513 $ | -97,3 % | ||||||
| GPS Wealth Strategies Group, LLC | 588 $ | +22 $ | +3,9 % | |||||||||
| Essential Partners LLC | 379 $ | -642 $ | -62,9 % | |||||||||
| TRUST CO OF VERMONT | 165 $ | +15 $ | +10,0 % | 150 $ | +3 $ | +2,0 % | 147 $ | +5 $ | +3,5 % | |||
| BlackRock, Inc. | 46 $ | +4 $ | +9,5 % | 42 $ | +0 $ | +0,0 % | 42 $ | +1 $ | +2,4 % | 41 $ | -13.374 $ | -99,7 % |
| 12.831.488.012 $ | +1.712.563.292 $ | +94,9 % | 11.437.564.986 $ | -329.654.561 $ | +78,6 % | 11.620.046.582 $ | -3.523.901.436 $ | +893,7 % | 14.916.074.330 $ | +5.542.547.895 $ | +151,6 % | |